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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,485 |
Filed as: GLOBAL RETIREMENT PART Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,963 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,854 | $80,753-44.5% | $136,294-67.1% | $62,292-28.0% |
| Participation rate | 60.0% | 73.5%-13.5pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 15.80% | 35.83%-20.0pp | 5155.94%-5140.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $718 | $2,884-75.1% | $4,695-84.7% | $2,042-64.8% |
| Participant deferral / active EE | $2,675 | $5,164-48.2% | $6,247-57.2% | $3,169-15.6% |
| Admin fee / account holder | $295 | $525-43.8% | $9,243-96.8% | $479-38.4% |