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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,375 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $76,420 | $85,135-10.2% | $98,920-22.7% | $73,412+4.1% |
| Participation rate | 96.5% | 81.1%+15.4pp | 76.0%+20.5pp | 72.2%+24.3pp |
| Annual return | 14.38% | 19.14%-4.8pp | 196.47%-182.1pp | 59.30%-44.9pp |
| Employer contribution / active EE | $1,570 | $2,721-42.3% | $2,689-41.6% | $2,234-29.7% |
| Participant deferral / active EE | $4,398 | $4,349+1.1% | $4,245+3.6% | $3,806+15.6% |
| Admin fee / account holder | $6 | $139-96.0% | $6,643-99.9% | $158-96.5% |