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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,182 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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 | $102,370 | $45,566+124.7% | $64,105+59.7% | $59,633+71.7% |
| Participation rate | 93.3% | 60.2%+33.1pp | 68.2%+25.1pp | 68.7%+24.6pp |
| Annual return | 16.13% | 4.95%+11.2pp | 791.24%-775.1pp | 2041.45%-2025.3pp |
| Employer contribution / active EE | $1,580 | $934+69.1% | $1,820-13.2% | $2,203-28.3% |
| Participant deferral / active EE | $4,249 | $2,057+106.6% | $2,822+50.6% | $3,192+33.1% |
| Admin fee / account holder | $200 | $3,268-93.9% | $4,499-95.6% | $4,297-95.3% |