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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,646 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $64,960 | $74,347-12.6% | $93,621-30.6% | $67,582-3.9% |
| Participation rate | 97.9% | 80.6%+17.3pp | 75.8%+22.0pp | 71.3%+26.6pp |
| Annual return | 21.92% | 28.07%-6.2pp | 32.76%-10.8pp | 378.57%-356.7pp |
| Employer contribution / active EE | $1,482 | $2,583-42.6% | $2,719-45.5% | $2,148-31.0% |
| Participant deferral / active EE | $4,174 | $4,060+2.8% | $4,070+2.6% | $3,539+17.9% |
| Admin fee / account holder | $8 | $123-93.7% | $7,890-99.9% | $142-94.6% |