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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,233 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,966 | $65,083-89.3% | $143,788-95.2% | $66,930-89.6% |
| Participation rate | 94.4% | 65.2%+29.2pp | 80.3%+14.1pp | 69.8%+24.6pp |
| Annual return | -18.65% | -11.13%-7.5pp | -0.03%-18.6pp | 1.57%-20.2pp |
| Employer contribution / active EE | $715 | $2,361-69.7% | $4,952-85.6% | $2,545-71.9% |
| Participant deferral / active EE | $1,565 | $2,920-46.4% | $5,638-72.2% | $4,238-63.1% |
| Admin fee / account holder | $20 | $502-95.9% | $14,675-99.9% | $593-96.5% |