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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,615 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES INCORPORATED 95 Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,129 | $55,453-69.1% | $170,435-89.9% | $62,293-72.5% |
| Participation rate | 47.8% | 66.4%-18.5pp | 83.6%-35.8pp | 69.5%-21.7pp |
| Annual return | 12.38% | 21.38%-9.0pp | 205.94%-193.6pp | 28.90%-16.5pp |
| Employer contribution / active EE | $428 | $2,164-80.2% | $5,432-92.1% | $2,042-79.0% |
| Participant deferral / active EE | $994 | $2,303-56.9% | $4,939-79.9% | $3,169-68.6% |
| Admin fee / account holder | $42 | $455-90.7% | $13,881-99.7% | $479-91.2% |