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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,399 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,922 | $46,332-65.6% | $143,797-88.9% | $64,824-75.4% |
| Participation rate | 56.1% | 64.2%-8.2pp | 80.3%-24.2pp | 71.5%-15.4pp |
| Annual return | -6.31% | -10.05%+3.7pp | -0.04%-6.3pp | 32.84%-39.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,487 | $2,647-43.8% | $5,638-73.6% | $4,311-65.5% |
| Admin fee / account holder | $18 | $154-88.2% | $14,679-99.9% | $188-90.3% |