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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,589 |
RIA ADVISORY GROUP LLC2 years Service code 27 · EIN 20-3199545 | Advisory (Plan) | $11,456 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRES ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,278 | $50,902-56.2% | $155,534-85.7% | $77,736-71.3% |
| Participation rate | 54.2% | 63.1%-8.9pp | 78.2%-24.1pp | 70.6%-16.4pp |
| Annual return | 11.77% | 34.85%-23.1pp | 64.92%-53.2pp | 31.26%-19.5pp |
| Employer contribution / active EE | $470 | $1,991-76.4% | $4,675-90.0% | $2,728-82.8% |
| Participant deferral / active EE | $1,791 | $2,824-36.6% | $5,630-68.2% | $4,651-61.5% |
| Admin fee / account holder | $195 | $437-55.4% | $15,900-98.8% | $433-55.0% |