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| Provider | Service type | Compensation |
|---|---|---|
KEVIN M. CASTLE1+ years Service code 49 · EIN 48-0785849 242 SCOTT COURT · IOWA CITY, IA 52245 | Other Services | $4,571 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,318 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INCORPORTED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
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 | $41,308 | $39,245+5.3% | $64,105-35.6% | $52,331-21.1% |
| Participation rate | 61.7% | 58.2%+3.5pp | 68.2%-6.4pp | 68.1%-6.4pp |
| Annual return | -0.76% | 14.79%-15.5pp | 791.24%-792.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,013 | $1,992+1.0% | $2,822-28.7% | $3,022-33.4% |
| Admin fee / account holder | $35 | $592-94.1% | $4,499-99.2% | $592-94.1% |