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 | $21,878 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,891 | $69,305-71.3% | $82,312-75.8% | $69,631-71.4% |
| Participation rate | 87.5% | 80.3%+7.2pp | 76.9%+10.6pp | 70.7%+16.8pp |
| Annual return | 18.35% | 21.47%-3.1pp | 25.88%-7.5pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $906 | $1,887-52.0% | $2,428-62.7% | $2,032-55.4% |
| Participant deferral / active EE | $1,042 | $3,568-70.8% | $3,706-71.9% | $3,224-67.7% |
| Admin fee / account holder | $49 | $97-49.4% | $5,608-99.1% | $110-55.5% |