Filed October 7, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $158,718 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $171,545 | $69,305+147.5% | $82,312+108.4% | $69,631+146.4% |
| Participation rate | 83.7% | 80.3%+3.4pp | 76.9%+6.8pp | 70.7%+13.0pp |
| Annual return | 14.52% | 21.47%-6.9pp | 25.88%-11.4pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $3,673 | $1,887+94.7% | $2,428+51.3% | $2,032+80.7% |
| Participant deferral / active EE | $5,680 | $3,568+59.2% | $3,706+53.3% | $3,224+76.2% |
| Admin fee / account holder | $318 | $97+227.3% | $5,608-94.3% | $110+188.0% |