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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,364 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $10,086 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,182 | $44,626+1.2% | $86,188-47.6% | $80,160-43.6% |
| Participation rate | 21.2% | 63.5%-42.3pp | 69.0%-47.7pp | 72.9%-51.7pp |
| Annual return | 17.38% | 19.61%-2.2pp | 1168.45%-1151.1pp | 40.38%-23.0pp |
| Employer contribution / active EE | $1,305 | $1,099+18.7% | $2,380-45.2% | $2,978-56.2% |
| Participant deferral / active EE | $1,742 | $2,769-37.1% | $3,985-56.3% | $5,017-65.3% |
| Admin fee / account holder | $181 | $133+36.2% | $6,852-97.4% | $145+25.2% |