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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,231 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $13,429 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,634 | $61,391+68.8% | $149,723-30.8% | $71,529+44.9% |
| Participation rate | 48.2% | 62.5%-14.3pp | 78.8%-30.6pp | 67.9%-19.7pp |
| Annual return | 13.74% | 35.88%-22.1pp | 134.50%-120.8pp | 28.97%-15.2pp |
| Employer contribution / active EE | $963 | $2,384-59.6% | $4,821-80.0% | $2,590-62.8% |
| Participant deferral / active EE | $3,271 | $2,921+12.0% | $5,682-42.4% | $4,291-23.8% |
| Admin fee / account holder | $131 | $1,264-89.6% | $13,215-99.0% | $1,588-91.7% |