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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,306 |
SOBEL AND CO LLC CPA1 year Filed as: SOBEL & COMPANY Service code 10 · EIN 22-1430039 | Accounting | $15,900 |
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 | $101,611 | $42,548+138.8% | $74,551+36.3% | $56,289+80.5% |
| Participation rate | 95.5% | 60.5%+35.0pp | 69.1%+26.3pp | 69.9%+25.6pp |
| Annual return | -6.36% | 12.40%-18.8pp | 32.53%-38.9pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,696 | $855+98.3% | $1,961-13.5% | $2,111-19.7% |
| Participant deferral / active EE | $5,019 | $2,277+120.4% | $3,108+61.5% | $3,350+49.8% |
| Admin fee / account holder | $172 | $467-63.2% | $5,059-96.6% | $521-67.0% |