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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,366 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,206 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $65,197 | $61,356+6.3% | $149,696-56.4% | $71,511-8.8% |
| Participation rate | 60.6% | 62.5%-1.9pp | 78.8%-18.2pp | 67.9%-7.3pp |
| Annual return | 15.84% | 35.86%-20.0pp | 134.46%-118.6pp | 28.86%-13.0pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,852 | $2,920-2.3% | $5,682-49.8% | $4,291-33.5% |
| Admin fee / account holder | $11 | $1,263-99.2% | $13,212-99.9% | $1,588-99.3% |