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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,601 |
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.
Employer 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).
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 | $65,861 | $71,666-8.1% | $117,861-44.1% | $69,634-5.4% |
| Participation rate | 68.3% | 77.5%-9.2pp | 79.7%-11.3pp | 70.7%-2.4pp |
| Annual return | 18.88% | 18.86%0pp | 335.11%-316.2pp | 27572.26%-27553.4pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,540 | $3,340+6.0% | $4,482-21.0% | $3,224+9.8% |
| Admin fee / account holder | $118 | $120-2.2% | $8,021-98.5% | $110+6.6% |