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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,927 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $11,746 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,183 | $67,703-80.5% | $127,803-89.7% | $65,186-79.8% |
| Participation rate | 90.8% | 74.5%+16.3pp | 79.0%+11.8pp | 70.2%+20.6pp |
| Annual return | 25.81% | 24.36%+1.5pp | 26.14%-0.3pp | 29.39%-3.6pp |
| Employer contribution / active EE | $2,742 | $3,724-26.4% | $4,576-40.1% | $2,177+26.0% |
| Participant deferral / active EE | $4,021 | $4,787-16.0% | $6,023-33.3% | $3,514+14.4% |
| Admin fee / account holder | $118 | $618-80.9% | $9,399-98.7% | $847-86.0% |