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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,214 |
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 | $14,301 | $36,916-61.3% | $156,551-90.9% | $57,658-75.2% |
| Participation rate | 59.1% | 63.4%-4.3pp | 84.0%-24.9pp | 70.2%-11.1pp |
| Annual return | 4.82% | 12.38%-7.6pp | 32.23%-27.4pp | 5.13%-0.3pp |
| Employer contribution / active EE | $368 | $1,571-76.6% | $5,501-93.3% | $1,974-81.4% |
| Participant deferral / active EE | $858 | $1,926-55.5% | $4,871-82.4% | $3,061-72.0% |
| Admin fee / account holder | $121 | $82+46.3% | $13,028-99.1% | $95+27.6% |