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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,838 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $28,086 | $52,967-47.0% | $172,753-83.7% | $65,186-56.9% |
| Participation rate | 98.0% | 66.2%+31.8pp | 82.6%+15.4pp | 70.2%+27.8pp |
| Annual return | 5.97% | 30.12%-24.2pp | 803.00%-797.0pp | 29.39%-23.4pp |
| Employer contribution / active EE | $1,940 | $2,190-11.4% | $5,144-62.3% | $2,177-10.9% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $21 | $472-95.5% | $13,956-99.8% | $847-97.5% |