Filed October 18, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,688 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,434 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,628 | $50,175+114.5% | $99,443+8.2% | $65,185+65.1% |
| Participation rate | 97.7% | 68.4%+29.3pp | 73.8%+23.9pp | 70.2%+27.5pp |
| Annual return | 19.28% | 25.36%-6.1pp | 30.72%-11.4pp | 29.38%-10.1pp |
| Employer contribution / active EE | $4,911 | $1,496+228.3% | $2,540+93.4% | $2,177+125.6% |
| Participant deferral / active EE | $3,712 | $2,748+35.1% | $3,619+2.6% | $3,514+5.6% |
| Admin fee / account holder | $26 | $398-93.3% | $6,250-99.6% | $847-96.9% |