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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $25,603 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,307 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,769 | $65,125-22.0% | $143,797-64.7% | $66,949-24.2% |
| Participation rate | 77.1% | 65.2%+11.9pp | 80.3%-3.3pp | 69.8%+7.2pp |
| Annual return | -12.24% | -11.13%-1.1pp | -0.04%-12.2pp | 1.57%-13.8pp |
| Employer contribution / active EE | $1,260 | $2,362-46.7% | $4,952-74.6% | $2,545-50.5% |
| Participant deferral / active EE | $1,492 | $2,920-48.9% | $5,638-73.5% | $4,239-64.8% |
| Admin fee / account holder | $30 | $503-94.1% | $14,679-99.8% | $594-95.0% |