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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,792 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,768 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,925 | $29,546-46.1% | $56,441-71.8% | $77,671-79.5% |
| Participation rate | 20.6% | 32.7%-12.1pp | 52.5%-31.9pp | 70.6%-50.0pp |
| Annual return | 10.35% | 19.01%-8.7pp | 1704.21%-1693.9pp | 31.21%-20.9pp |
| Employer contribution / active EE | $319 | $568-43.8% | $1,039-69.3% | $2,726-88.3% |
| Participant deferral / active EE | $837 | $1,061-21.1% | $1,953-57.2% | $4,648-82.0% |
| Admin fee / account holder | $248 | $1,046-76.3% | $2,829-91.2% | $430-42.4% |