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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $392,357 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,215 | $122,259-22.9% | $147,005-35.9% | $199,768-52.8% |
| Participation rate | 92.6% | 78.3%+14.3pp | 82.2%+10.4pp | 72.0%+20.6pp |
| Annual return | 19.34% | 30.58%-11.2pp | 418.76%-399.4pp | 34.26%-14.9pp |
| Employer contribution / active EE | $4,136 | $4,097+1.0% | $4,934-16.2% | $3,037+36.2% |
| Participant deferral / active EE | $10,798 | $8,504+27.0% | $8,070+33.8% | $5,090+112.2% |
| Admin fee / account holder | $141 | $179-21.4% | $13,006-98.9% | $269-47.7% |