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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $62,596 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,655 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $104,071 | $45,343+129.5% | $150,298-30.8% | $67,986+53.1% |
| Participation rate | 76.1% | 51.9%+24.2pp | 77.8%-1.7pp | 57.2%+18.9pp |
| Annual return | 13.65% | 33.28%-19.6pp | 62.79%-49.1pp | 31.67%-18.0pp |
| Employer contribution / active EE | $4,275 | $1,462+192.4% | $4,154+2.9% | $2,019+111.8% |
| Participant deferral / active EE | $4,698 | $2,055+128.7% | $5,453-13.8% | $3,358+39.9% |
| Admin fee / account holder | $16 | $2,250-99.3% | $14,116-99.9% | $3,203-99.5% |