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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 | $46,688+122.9% | $189,758-45.2% | $69,733+49.2% |
| Participation rate | 76.1% | 61.7%+14.4pp | 79.8%-3.7pp | 62.5%+13.6pp |
| Annual return | 13.65% | 14.35%-0.7pp | 52.62%-39.0pp | 15.22%-1.6pp |
| Employer contribution / active EE | $4,275 | $1,695+152.2% | $4,767-10.3% | $2,250+90.0% |
| Participant deferral / active EE | $4,698 | $2,143+119.3% | $5,856-19.8% | $3,054+53.8% |
| Admin fee / account holder | $16 | $1,700-99.1% | $20,388-99.9% | $3,102-99.5% |