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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,760 |
Service code 49 · EIN 52-2114207 | Other Services | $2,151 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $26,285 | $45,283-42.0% | $155,789-83.1% | $52,331-49.8% |
| Participation rate | 91.3% | 62.2%+29.1pp | 76.1%+15.2pp | 68.1%+23.2pp |
| Annual return | -0.40% | 1.80%-2.2pp | 71.54%-71.9pp | 4.54%-4.9pp |
| Employer contribution / active EE | $449 | $1,329-66.2% | $3,839-88.3% | $1,882-76.1% |
| Participant deferral / active EE | $3,346 | $2,854+17.2% | $4,798-30.3% | $3,022+10.7% |
| Admin fee / account holder | $13 | $981-98.7% | $7,477-99.8% | $592-97.9% |