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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,581 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $5,076 |
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 | $56,366 | $55,449+1.7% | $83,831-32.8% | $56,289+0.1% |
| Participation rate | 99.1% | 68.0%+31.1pp | 76.1%+23.0pp | 69.9%+29.3pp |
| Annual return | -6.17% | -1.38%-4.8pp | 850.99%-857.2pp | -9.96%+3.8pp |
| Employer contribution / active EE | $782 | $2,430-67.8% | $3,631-78.5% | $2,111-63.0% |
| Participant deferral / active EE | $4,490 | $2,935+53.0% | $4,082+10.0% | $3,350+34.0% |
| Admin fee / account holder | $131 | $656-80.0% | $5,479-97.6% | $521-74.8% |