Filed April 20, 2017 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,544 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $106,293 | $44,873+136.9% | $79,466+33.8% | $56,287+88.8% |
| Participation rate | 99.4% | 68.7%+30.6pp | 73.3%+26.0pp | 69.9%+29.5pp |
| Annual return | -3.23% | 0.81%-4.0pp | 718.28%-721.5pp | -9.96%+6.7pp |
| Employer contribution / active EE | $11,298 | $2,140+428.0% | $2,800+303.5% | $2,111+435.2% |
| Participant deferral / active EE | $7,736 | $2,746+181.7% | $3,704+108.9% | $3,350+131.0% |
| Admin fee / account holder | $176 | $418-58.0% | $5,104-96.6% | $521-66.3% |