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 | $10,157 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,684 | $64,909-52.7% | $82,312-62.7% | $62,293-50.7% |
| Participation rate | 96.1% | 74.9%+21.2pp | 76.9%+19.2pp | 69.5%+26.5pp |
| Annual return | 12.48% | 21.18%-8.7pp | 25.88%-13.4pp | 28.90%-16.4pp |
| Employer contribution / active EE | $700 | $1,676-58.2% | $2,428-71.2% | $2,042-65.7% |
| Participant deferral / active EE | $1,488 | $3,103-52.0% | $3,706-59.8% | $3,169-53.0% |
| Admin fee / account holder | $61 | $440-86.2% | $5,608-98.9% | $479-87.3% |