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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $17,613 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,400 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,974 | $59,186+1.3% | $76,768-21.9% | $56,287+6.5% |
| Participation rate | 94.1% | 75.2%+18.8pp | 77.0%+17.1pp | 69.9%+24.2pp |
| Annual return | -6.14% | 6.62%-12.8pp | 2.43%-8.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $2,086 | $1,759+18.6% | $2,485-16.1% | $2,111-1.2% |
| Participant deferral / active EE | $4,575 | $3,255+40.6% | $3,852+18.8% | $3,350+36.6% |
| Admin fee / account holder | -$16 | $489-103.2% | $6,675-100.2% | $521-103.0% |