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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,784 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,323 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,253 | $59,839+15.7% | $81,983-15.5% | $79,858-13.3% |
| Participation rate | 83.1% | 61.6%+21.5pp | 69.2%+13.9pp | 69.6%+13.5pp |
| Annual return | 16.34% | 17.56%-1.2pp | 41.31%-25.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $921 | $1,713-46.3% | $2,498-63.1% | $2,471-62.7% |
| Participant deferral / active EE | $4,907 | $2,695+82.1% | $3,722+31.8% | $3,740+31.2% |
| Admin fee / account holder | $454 | $4,287-89.4% | $5,664-92.0% | $5,306-91.4% |