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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,262 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,836 | $51,466-80.9% | $78,778-87.5% | $62,293-84.2% |
| Participation rate | 22.4% | 59.8%-37.4pp | 69.2%-46.8pp | 69.5%-47.1pp |
| Annual return | 43.50% | 19.96%+23.5pp | 35.62%+7.9pp | 28.90%+14.6pp |
| Employer contribution / active EE | $523 | $827-36.7% | $1,986-73.6% | $2,042-74.4% |
| Participant deferral / active EE | $1,307 | $2,147-39.2% | $2,958-55.8% | $3,169-58.8% |
| Admin fee / account holder | $125 | $489-74.5% | $5,134-97.6% | $479-74.0% |