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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $44,755 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,964 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,700 | $61,356+28.3% | $149,696-47.4% | $71,511+10.1% |
| Participation rate | 79.4% | 62.5%+16.9pp | 78.8%+0.7pp | 67.9%+11.5pp |
| Annual return | 13.43% | 35.86%-22.4pp | 134.46%-121.0pp | 28.86%-15.4pp |
| Employer contribution / active EE | $3,933 | $2,382+65.1% | $4,821-18.4% | $2,589+51.9% |
| Participant deferral / active EE | $4,489 | $2,920+53.7% | $5,682-21.0% | $4,291+4.6% |
| Admin fee / account holder | $13 | $1,263-98.9% | $13,212-99.9% | $1,588-99.2% |