Filed April 24, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,485 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 41-0945505 | Other Services | $22,719 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,200 | $36,916-45.3% | $156,551-87.1% | $57,658-65.0% |
| Participation rate | 96.8% | 63.4%+33.3pp | 84.0%+12.7pp | 70.2%+26.5pp |
| Annual return | 5.85% | 12.38%-6.5pp | 32.23%-26.4pp | 5.13%+0.7pp |
| Employer contribution / active EE | $1,356 | $1,571-13.7% | $5,501-75.4% | $1,974-31.3% |
| Participant deferral / active EE | $1,709 | $1,926-11.3% | $4,871-64.9% | $3,061-44.2% |
| Admin fee / account holder | $93 | $82+12.4% | $13,028-99.3% | $95-1.9% |