See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,349 |
Service code 49 · EIN 74-2794194 | Other Services | $9,012 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,675 | $31,741-0.2% | $56,441-43.9% | $199,768-84.1% |
| Participation rate | 30.7% | 32.3%-1.6pp | 52.5%-21.8pp | 72.0%-41.3pp |
| Annual return | 14.73% | 14.72%0pp | 1704.21%-1689.5pp | 34.26%-19.5pp |
| Employer contribution / active EE | $481 | $508-5.2% | $1,039-53.7% | $3,037-84.2% |
| Participant deferral / active EE | $946 | $1,184-20.1% | $1,953-51.5% | $5,090-81.4% |
| Admin fee / account holder | $18 | $426-95.7% | $2,829-99.3% | $269-93.1% |