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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,228 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,719 | $46,173-70.3% | $170,435-92.0% | $69,631-80.3% |
| Participation rate | 73.9% | 63.9%+10.0pp | 83.6%-9.7pp | 70.7%+3.2pp |
| Annual return | 19.98% | 21.62%-1.6pp | 205.94%-186.0pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $1,122 | $1,610-30.3% | $5,432-79.3% | $2,032-44.8% |
| Participant deferral / active EE | $1,402 | $2,080-32.6% | $4,939-71.6% | $3,224-56.5% |
| Admin fee / account holder | $19 | $116-83.4% | $13,881-99.9% | $110-82.5% |