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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,469 |
Filed as: SIGNATOR INVESTORS INC 04-2442399 Service code 49 | Other Services | $6,035 |
Filed as: SIGNATOR INVESTORS INC Service code 49 · EIN 04-2442399 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,635 | $37,196-60.7% | $154,108-90.5% | $55,725-73.7% |
| Participation rate | 42.2% | 64.1%-21.9pp | 83.0%-40.8pp | 70.9%-28.6pp |
| Annual return | -4.59% | 1319.68%-1324.3pp | 735.21%-739.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $350 | $1,614-78.3% | $5,298-93.4% | $2,078-83.2% |
| Participant deferral / active EE | $859 | $2,068-58.5% | $5,081-83.1% | $3,356-74.4% |
| Admin fee / account holder | $81 | $102-20.3% | $13,411-99.4% | $115-29.7% |