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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,045 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,606 | $47,977-42.5% | $154,108-82.1% | $56,289-51.0% |
| Participation rate | 96.9% | 66.2%+30.7pp | 83.0%+13.8pp | 69.9%+27.0pp |
| Annual return | 7.21% | 3.54%+3.7pp | 735.21%-728.0pp | -9.96%+17.2pp |
| Employer contribution / active EE | $1,886 | $2,169-13.0% | $5,298-64.4% | $2,111-10.7% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $24 | $438-94.5% | $13,411-99.8% | $521-95.4% |