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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,629 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $6,242 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,942 | $99,957-43.0% | $149,696-62.0% | $73,488-22.5% |
| Participation rate | 32.7% | 75.7%-43.0pp | 82.5%-49.8pp | 70.7%-38.0pp |
| Annual return | 13.30% | 53.87%-40.6pp | 276.60%-263.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $875 | $3,191-72.6% | $4,644-81.2% | $2,270-61.5% |
| Participant deferral / active EE | $2,033 | $6,073-66.5% | $6,842-70.3% | $3,740-45.6% |
| Admin fee / account holder | $333 | $551-39.6% | $9,309-96.4% | $513-35.1% |