Filed June 16, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,521 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $15,705 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,820 | $71,142-14.5% | $119,609-49.2% | $64,808-6.2% |
| Participation rate | 87.2% | 78.6%+8.6pp | 79.3%+8.0pp | 71.5%+15.8pp |
| Annual return | -15.28% | -10.01%-5.3pp | -14.97%-0.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,397 | $2,497-44.1% | $4,232-67.0% | $2,506-44.2% |
| Participant deferral / active EE | $5,508 | $4,490+22.7% | $5,602-1.7% | $4,310+27.8% |
| Admin fee / account holder | $185 | $162+14.1% | $10,323-98.2% | $188-1.5% |