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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,129 |
Filed as: FIRST HEARTLAND CONSULTANTS, INC Service code 27 · EIN 43-1635589 | Advisory (Plan) | $14,745 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,050 | $54,193-57.5% | $93,606-75.4% | $77,643-70.3% |
| Participation rate | 78.7% | 63.9%+14.7pp | 68.7%+9.9pp | 70.6%+8.1pp |
| Annual return | 11.28% | 30.54%-19.3pp | 133.20%-121.9pp | 31.24%-20.0pp |
| Employer contribution / active EE | $308 | $1,168-73.6% | $2,420-87.3% | $2,726-88.7% |
| Participant deferral / active EE | $1,756 | $3,144-44.1% | $4,411-60.2% | $4,647-62.2% |
| Admin fee / account holder | $58 | $576-89.9% | $8,285-99.3% | $430-86.5% |