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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $19,682 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,994 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,803 | $52,967-2.2% | $172,753-70.0% | $65,186-20.5% |
| Participation rate | 71.3% | 66.2%+5.1pp | 82.6%-11.4pp | 70.2%+1.1pp |
| Annual return | 6.39% | 30.12%-23.7pp | 803.00%-796.6pp | 29.39%-23.0pp |
| Employer contribution / active EE | $1,064 | $2,190-51.4% | $5,144-79.3% | $2,177-51.1% |
| Participant deferral / active EE | $1,272 | $2,471-48.5% | $5,198-75.5% | $3,514-63.8% |
| Admin fee / account holder | $37 | $472-92.1% | $13,956-99.7% | $847-95.6% |