Filed October 3, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,926 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,094 | $45,126-73.2% | $85,187-85.8% | $74,459-83.8% |
| Participation rate | 81.6% | 49.4%+32.2pp | 67.5%+14.0pp | 67.2%+14.3pp |
| Annual return | 10.77% | 26.30%-15.5pp | 66.67%-55.9pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,817 | $2,738-33.6% | $4,525-59.8% | $4,350-58.2% |
| Admin fee / account holder | $189 | $2,212-91.4% | $6,162-96.9% | $1,945-90.3% |