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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,860 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,428 | $63,471-72.5% | $68,808-74.7% | $66,938-74.0% |
| Participation rate | 21.4% | 60.0%-38.6pp | 69.0%-47.6pp | 69.8%-48.4pp |
| Annual return | -17.99% | -8.29%-9.7pp | -6.37%-11.6pp | 1.58%-19.6pp |
| Employer contribution / active EE | $361 | $1,776-79.7% | $2,656-86.4% | $2,545-85.8% |
| Participant deferral / active EE | $687 | $2,946-76.7% | $3,942-82.6% | $4,238-83.8% |
| Admin fee / account holder | $108 | $578-81.3% | $4,936-97.8% | $594-81.8% |