Filed April 24, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,736 |
CETERA ADVISOR NETWORKS LLC3 years Service code 49 · EIN 95-3845382 | Other Services | $57,665 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $41,940 | $50,902-17.6% | $155,534-73.0% | $77,736-46.0% |
| Participation rate | 98.5% | 63.1%+35.4pp | 78.2%+20.3pp | 70.6%+27.9pp |
| Annual return | 15.26% | 34.85%-19.6pp | 64.92%-49.7pp | 31.26%-16.0pp |
| Employer contribution / active EE | $2,104 | $1,991+5.6% | $4,675-55.0% | $2,728-22.9% |
| Participant deferral / active EE | $3,516 | $2,824+24.5% | $5,630-37.6% | $4,651-24.4% |
| Admin fee / account holder | $122 | $437-72.1% | $15,900-99.2% | $433-71.9% |