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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,125 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 41-0945505 | Other Services | $2,214 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,199 | $53,925-16.2% | $75,670-40.3% | $69,631-35.1% |
| Participation rate | 52.3% | 71.2%-18.9pp | 72.3%-20.0pp | 70.7%-18.4pp |
| Annual return | 15.24% | 17.84%-2.6pp | 27.34%-12.1pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $689 | $1,802-61.8% | $2,352-70.7% | $2,032-66.1% |
| Participant deferral / active EE | $1,591 | $2,569-38.1% | $3,142-49.4% | $3,224-50.6% |
| Admin fee / account holder | $266 | $97+174.2% | $5,800-95.4% | $110+141.1% |