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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,290 |
Filed as: BENEFIT PLANS INC Service code 13 · EIN 47-0617162 | Contract Administrator | $13,014 |
CISMOSKI, GREG V1+ years Service code 49 · EIN 39-8685715 | Other Services | $0 |
DHABALT, RICKY J.1+ years Filed as: DHABALT, RICKY J Service code 49 · EIN 47-9961373 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $20,991 | $41,317-49.2% | $85,969-75.6% | $55,191-62.0% |
| Participation rate | 43.2% | 54.5%-11.3pp | 76.5%-33.4pp | 69.2%-26.0pp |
| Annual return | -0.14% | 3.93%-4.1pp | 9.32%-9.5pp | 10.78%-10.9pp |
| Employer contribution / active EE | $202 | $1,198-83.1% | $3,474-94.2% | $1,899-89.4% |
| Participant deferral / active EE | $928 | $1,914-51.5% | $3,829-75.8% | $3,046-69.5% |
| Admin fee / account holder | $102 | $97+5.5% | $6,053-98.3% | $91+12.7% |