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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,228 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,692 | $80,753-88.0% | $136,298-92.9% | $62,293-84.4% |
| Participation rate | 92.6% | 73.5%+19.1pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 18.38% | 35.83%-17.5pp | 5156.27%-5137.9pp | 28.90%-10.5pp |
| Employer contribution / active EE | $2,557 | $2,884-11.3% | $4,696-45.6% | $2,042+25.2% |
| Participant deferral / active EE | $1,841 | $5,164-64.4% | $6,247-70.5% | $3,169-41.9% |
| Admin fee / account holder | $99 | $525-81.1% | $9,244-98.9% | $479-79.3% |