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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,321 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,047 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,413 | $46,297-12.7% | $71,671-43.6% | $62,293-35.1% |
| Participation rate | 86.3% | 60.6%+25.7pp | 68.7%+17.6pp | 69.5%+16.8pp |
| Annual return | 12.71% | 22.32%-9.6pp | 20.65%-7.9pp | 28.90%-16.2pp |
| Employer contribution / active EE | $4,148 | $1,412+193.8% | $2,460+68.6% | $2,042+103.1% |
| Participant deferral / active EE | $698 | $2,235-68.8% | $3,438-79.7% | $3,169-78.0% |
| Admin fee / account holder | $249 | $461-45.9% | $5,558-95.5% | $479-48.0% |