Filed May 9, 1994 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $998,037 |
Filed as: WILSHIRE ADVISORS LLC 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,915 | $68,330-73.8% | $149,740-88.0% | $96,393-81.4% |
| Participation rate | 92.9% | 74.6%+18.4pp | 78.8%+14.2pp | 71.3%+21.7pp |
| Annual return | 17.36% | 29.64%-12.3pp | 134.51%-117.1pp | 22.88%-5.5pp |
| Employer contribution / active EE | $1,406 | $2,139-34.3% | $4,821-70.8% | $3,239-56.6% |
| Participant deferral / active EE | $2,171 | $4,422-50.9% | $5,683-61.8% | $5,455-60.2% |
| Admin fee / account holder | $70 | $52+35.3% | $13,222-99.5% | $74-4.8% |