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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,312 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,406 | $75,183-47.6% | $123,894-68.2% | $55,167-28.6% |
| Participation rate | 55.0% | 72.8%-17.9pp | 81.4%-26.4pp | 69.0%-14.0pp |
| Annual return | 6.46% | 19.01%-12.5pp | 47.52%-41.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $768 | $2,823-72.8% | $4,617-83.4% | $1,963-60.9% |
| Participant deferral / active EE | $2,649 | $5,084-47.9% | $5,984-55.7% | $3,054-13.3% |
| Admin fee / account holder | $22 | $663-96.7% | $8,357-99.7% | $504-95.6% |