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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $10,997 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,234 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,349 | $44,873+5.5% | $79,466-40.4% | $56,287-15.9% |
| Participation rate | 53.1% | 68.7%-15.7pp | 73.3%-20.3pp | 69.9%-16.8pp |
| Annual return | -6.82% | 0.81%-7.6pp | 718.28%-725.1pp | -9.96%+3.1pp |
| Employer contribution / active EE | $34 | $2,140-98.4% | $2,800-98.8% | $2,111-98.4% |
| Participant deferral / active EE | $1,446 | $2,746-47.3% | $3,704-61.0% | $3,350-56.8% |
| Admin fee / account holder | $114 | $418-72.8% | $5,104-97.8% | $521-78.1% |