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| Provider | Service type | Compensation |
|---|---|---|
S B H U LIFE AGENCY INC2+ years Service code 49 · EIN 13-2896238 | Other Services | $43,110 |
Service code 13 · EIN 46-3335003 | Contract Administrator | $9,350 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,057 |
WILSHIRE ASSOCIATES INCORPORATED2+ years 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,362 | $122,063-35.0% | $184,256-56.9% | $74,478+6.6% |
| Participation rate | 98.4% | 85.5%+12.9pp | 86.8%+11.5pp | 67.2%+31.1pp |
| Annual return | 16.13% | 19.92%-3.8pp | 28.85%-12.7pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $8,235 | $4,539+81.4% | $6,427+28.1% | $2,626+213.6% |
| Participant deferral / active EE | $17,147 | $7,144+140.0% | $9,133+87.7% | $4,350+294.2% |
| Admin fee / account holder | $29 | $1,253-97.7% | $13,899-99.8% | $1,946-98.5% |