Filed April 24, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,094 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 41-0945505 | Other Services | $30,404 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,347 | $37,196-42.6% | $154,114-86.1% | $55,725-61.7% |
| Participation rate | 99.0% | 64.1%+34.9pp | 83.0%+16.0pp | 70.9%+28.1pp |
| Annual return | -7.80% | 1319.68%-1327.5pp | 735.16%-743.0pp | 244.93%-252.7pp |
| Employer contribution / active EE | $1,460 | $1,614-9.5% | $5,298-72.4% | $2,078-29.7% |
| Participant deferral / active EE | $2,104 | $2,068+1.7% | $5,081-58.6% | $3,356-37.3% |
| Admin fee / account holder | $74 | $102-27.4% | $13,411-99.4% | $115-35.9% |