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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,231 |
Filed as: NORTHWESTERN MUTUAL INV Service code 27 · EIN 39-2018056 | Advisory (Plan) | $25,000 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,109 | $37,196+5.1% | $154,111-74.6% | $55,725-29.8% |
| Participation rate | 40.4% | 64.1%-23.7pp | 83.0%-42.6pp | 70.9%-30.5pp |
| Annual return | -5.53% | 1319.68%-1325.2pp | 735.18%-740.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $339 | $1,614-79.0% | $5,298-93.6% | $2,078-83.7% |
| Participant deferral / active EE | $1,131 | $2,068-45.3% | $5,081-77.7% | $3,356-66.3% |
| Admin fee / account holder | $204 | $102+101.0% | $13,411-98.5% | $115+77.3% |