Filed October 18, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $6,822 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,157 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $106,585 | $45,825+132.6% | $90,657+17.6% | $56,289+89.4% |
| Participation rate | 99.1% | 66.7%+32.4pp | 74.0%+25.0pp | 69.9%+29.2pp |
| Annual return | -6.21% | 38.64%-44.9pp | 1.89%-8.1pp | -9.96%+3.8pp |
| Employer contribution / active EE | $4,968 | $1,372+262.1% | $2,532+96.2% | $2,111+135.3% |
| Participant deferral / active EE | $3,548 | $2,562+38.5% | $3,424+3.6% | $3,350+5.9% |
| Admin fee / account holder | $20 | $413-95.0% | $4,994-99.6% | $521-96.1% |