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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,830 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 711 HIGH ST · DES MOINES, IA 503920001 | Other Services | $0 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 11101 SWITZER RD, SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 210 SIXTH AVE, SUITE 3720 · PITTSBURGH, PA 15222 | Advisory (Plan) | $0 |
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 | $107,083 | $65,061+64.6% | $143,757-25.5% | $66,914+60.0% |
| Participation rate | 85.5% | 65.2%+20.3pp | 80.3%+5.1pp | 69.8%+15.7pp |
| Annual return | -11.73% | -11.14%-0.6pp | -0.04%-11.7pp | 1.58%-13.3pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,936 | $2,919+206.1% | $5,637+58.5% | $4,237+110.9% |
| Admin fee / account holder | $87 | $502-82.6% | $14,673-99.4% | $593-85.3% |