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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 | $122,128-22.9% | $147,117-36.0% | $200,096-52.9% |
| Participation rate | 92.6% | 78.2%+14.4pp | 82.2%+10.4pp | 72.0%+20.6pp |
| Annual return | 19.34% | 30.58%-11.2pp | 420.54%-401.2pp | 34.26%-14.9pp |
| Employer contribution / active EE | $4,136 | $4,093+1.1% | $4,932-16.1% | $3,038+36.2% |
| Participant deferral / active EE | $10,798 | $8,484+27.3% | $8,065+33.9% | $5,090+112.1% |
| Admin fee / account holder | $141 | $180-21.7% | $12,993-98.9% | $269-47.8% |