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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,346 |
Filed as: PRINCIPAL SECURITIES Service code 27 · EIN 42-0941553 | Advisory (Plan) | $12,712 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,115 | $55,437-0.6% | $155,534-64.6% | $74,459-26.0% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.1pp | 67.2%+31.1pp |
| Annual return | 12.30% | 269.58%-257.3pp | 64.92%-52.6pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $2,177 | $2,266-3.9% | $4,675-53.4% | $2,626-17.1% |
| Participant deferral / active EE | $4,539 | $2,837+60.0% | $5,630-19.4% | $4,350+4.3% |
| Admin fee / account holder | $177 | $1,742-89.8% | $15,900-98.9% | $1,945-90.9% |