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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 | $122,239-35.1% | $184,200-56.9% | $74,546+6.5% |
| Participation rate | 98.4% | 85.5%+12.9pp | 86.8%+11.5pp | 67.2%+31.2pp |
| Annual return | 16.13% | 19.95%-3.8pp | 28.80%-12.7pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $8,235 | $4,537+81.5% | $6,424+28.2% | $2,624+213.8% |
| Participant deferral / active EE | $17,147 | $7,139+140.2% | $9,132+87.8% | $4,347+294.4% |
| Admin fee / account holder | $29 | $1,260-97.7% | $13,907-99.8% | $1,944-98.5% |