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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109,377 |
FGMK, LLC3 years Service code 27 · EIN 36-4375236 | Advisory (Plan) | $10,321 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,380 | $99,078-15.8% | $96,544-13.6% | $74,419+12.0% |
| Participation rate | 68.5% | 80.7%-12.2pp | 76.0%-7.5pp | 70.7%-2.3pp |
| Annual return | 16.63% | 22.48%-5.9pp | 25.84%-9.2pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,256 | $2,570-51.1% | $2,965-57.6% | $2,637-52.4% |
| Participant deferral / active EE | $4,091 | $4,933-17.1% | $4,851-15.7% | $4,528-9.7% |
| Admin fee / account holder | $216 | $225-3.7% | $8,252-97.4% | $348-37.8% |