Filed December 11, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $298,747 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $126,892 |
Filed as: WILSHIRE ADVISORS LLC 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,275 | $83,436+43.0% | $214,702-44.4% | $83,436+43.0% |
| Participation rate | 98.6% | 73.2%+25.5pp | 87.5%+11.1pp | 73.2%+25.5pp |
| Annual return | 15.77% | 19.34%-3.6pp | 54.55%-38.8pp | 19.34%-3.6pp |
| Employer contribution / active EE | $6,725 | $4,072+65.2% | $6,461+4.1% | $4,072+65.2% |
| Participant deferral / active EE | $10,444 | $3,411+206.2% | $9,147+14.2% | $3,411+206.2% |
| Admin fee / account holder | $205 | $265-22.7% | $19,830-99.0% | $265-22.7% |