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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,950 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $7,341 | $65,083-88.7% | $143,788-94.9% | $66,930-89.0% |
| Participation rate | 91.5% | 65.2%+26.3pp | 80.3%+11.2pp | 69.8%+21.7pp |
| Annual return | -6.17% | -11.13%+5.0pp | -0.03%-6.1pp | 1.57%-7.7pp |
| Employer contribution / active EE | $1,355 | $2,361-42.6% | $4,952-72.6% | $2,545-46.8% |
| Participant deferral / active EE | $1,930 | $2,920-33.9% | $5,638-65.8% | $4,238-54.5% |
| Admin fee / account holder | $23 | $502-95.5% | $14,675-99.8% | $593-96.2% |