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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,430 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 | $30,417 | $65,125-53.3% | $143,797-78.8% | $66,949-54.6% |
| Participation rate | 99.5% | 65.2%+34.2pp | 80.3%+19.1pp | 69.8%+29.6pp |
| Annual return | -9.68% | -11.13%+1.5pp | -0.04%-9.6pp | 1.57%-11.2pp |
| Employer contribution / active EE | $2,449 | $2,362+3.7% | $4,952-50.5% | $2,545-3.8% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $19 | $503-96.2% | $14,679-99.9% | $594-96.8% |