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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,346 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,500 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,673 | $86,288-70.2% | $111,306-76.9% | $85,851-70.1% |
| Participation rate | 93.5% | 73.3%+20.2pp | 77.3%+16.2pp | 69.3%+24.2pp |
| Annual return | 15.80% | 19.99%-4.2pp | 54.67%-38.9pp | 318.63%-302.8pp |
| Employer contribution / active EE | $2,189 | $2,044+7.1% | $2,732-19.9% | $2,565-14.7% |
| Participant deferral / active EE | $3,749 | $3,641+3.0% | $4,488-16.5% | $3,952-5.1% |
| Admin fee / account holder | $171 | $8,189-97.9% | $7,966-97.9% | $6,261-97.3% |