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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,665 |
Service code 49 · EIN 74-2794194 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $35,760 | $61,172-41.5% | $185,851-80.8% | $79,389-55.0% |
| Participation rate | 98.4% | 66.6%+31.8pp | 81.7%+16.7pp | 70.7%+27.7pp |
| Annual return | 23.73% | 19.45%+4.3pp | 122.11%-98.4pp | 116.89%-93.2pp |
| Employer contribution / active EE | $2,175 | $2,321-6.3% | $5,168-57.9% | $2,428-10.4% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $21 | $710-97.1% | $16,245-99.9% | $626-96.7% |