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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $20,759 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,961 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,133 |
Filed as: GALLAGHER BENEFITS SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $6,600 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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.
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 | $32,064 | $56,640-43.4% | $80,977-60.4% | $57,658-44.4% |
| Participation rate | 69.2% | 75.9%-6.7pp | 75.8%-6.7pp | 70.2%-1.1pp |
| Annual return | 8.64% | 19.97%-11.3pp | 17.11%-8.5pp | 5.13%+3.5pp |
| Employer contribution / active EE | $636 | $2,085-69.5% | $3,715-82.9% | $1,974-67.8% |
| Participant deferral / active EE | $1,617 | $4,944-67.3% | $5,696-71.6% | $3,061-47.2% |
| Admin fee / account holder | $57 | $87-34.7% | $5,517-99.0% | $95-39.8% |