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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,902 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $6,541 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $32,909 | $61,391-46.4% | $149,723-78.0% | $71,529-54.0% |
| Participation rate | 99.0% | 62.5%+36.4pp | 78.8%+20.2pp | 67.9%+31.0pp |
| Annual return | 10.69% | 35.88%-25.2pp | 134.50%-123.8pp | 28.97%-18.3pp |
| Employer contribution / active EE | $2,523 | $2,384+5.8% | $4,821-47.7% | $2,590-2.6% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $30 | $1,264-97.6% | $13,215-99.8% | $1,588-98.1% |