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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,282 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,646 | $72,254-2.2% | $86,677-18.5% | $64,808+9.0% |
| Participation rate | 72.6% | 80.4%-7.8pp | 76.6%-4.0pp | 71.5%+1.1pp |
| Annual return | -16.80% | 392.42%-409.2pp | 35.91%-52.7pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,310 | $2,393-45.3% | $2,836-53.8% | $2,506-47.7% |
| Participant deferral / active EE | $3,774 | $4,658-19.0% | $4,656-18.9% | $4,310-12.4% |
| Admin fee / account holder | $173 | $174-0.8% | $7,493-97.7% | $188-8.1% |