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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $40,710 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,210 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,236 | $61,391-8.4% | $149,723-62.4% | $71,529-21.4% |
| Participation rate | 74.9% | 62.5%+12.3pp | 78.8%-3.9pp | 67.9%+6.9pp |
| Annual return | 11.76% | 35.88%-24.1pp | 134.50%-122.7pp | 28.97%-17.2pp |
| Employer contribution / active EE | $1,182 | $2,384-50.4% | $4,821-75.5% | $2,590-54.4% |
| Participant deferral / active EE | $1,482 | $2,921-49.2% | $5,682-73.9% | $4,291-65.5% |
| Admin fee / account holder | $177 | $1,264-86.0% | $13,215-98.7% | $1,588-88.9% |