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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,505 |
PROEQUITIES INC1+ years Service code 49 · EIN 63-0879387 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | 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 | $20,843 | $47,078-55.7% | $100,671-79.3% | $55,191-62.2% |
| Participation rate | 60.2% | 58.0%+2.2pp | 70.7%-10.5pp | 69.2%-8.9pp |
| Annual return | -1.68% | 0.65%-2.3pp | 20.43%-22.1pp | 10.78%-12.5pp |
| Employer contribution / active EE | $730 | $1,065-31.5% | $4,012-81.8% | $1,899-61.6% |
| Participant deferral / active EE | $1,300 | $2,038-36.2% | $3,144-58.6% | $3,046-57.3% |
| Admin fee / account holder | $119 | $153-22.5% | $4,850-97.6% | $91+30.8% |