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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,678 |
Filed as: WILSHIRE ASSOCAITES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $127,530 | $80,753+57.9% | $136,298-6.4% | $62,293+104.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.38% | 35.83%-16.5pp | 5156.27%-5136.9pp | 28.90%-9.5pp |
| Employer contribution / active EE | $14,998 | $2,884+420.1% | $4,696+219.4% | $2,042+634.4% |
| Participant deferral / active EE | $5,199 | $5,164+0.7% | $6,247-16.8% | $3,169+64.1% |
| Admin fee / account holder | $43 | $525-91.7% | $9,244-99.5% | $479-90.9% |