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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $25,558 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,991 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,030 | $45,000-77.7% | $143,788-93.0% | $77,906-87.1% |
| Participation rate | 52.5% | 66.8%-14.4pp | 80.3%-27.9pp | 73.7%-21.2pp |
| Annual return | -18.47% | 29.03%-47.5pp | -0.03%-18.4pp | 12.16%-30.6pp |
| Employer contribution / active EE | $411 | $1,870-78.0% | $4,952-91.7% | $2,846-85.6% |
| Participant deferral / active EE | $1,160 | $3,157-63.2% | $5,638-79.4% | $4,805-75.9% |
| Admin fee / account holder | $30 | $98-70.0% | $14,675-99.8% | $133-77.7% |