Filed October 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 | Contract Administrator | $4,929 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISOS, LLC Service code 27 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,724 | $46,292-44.4% | $143,757-82.1% | $64,808-60.3% |
| Participation rate | 74.4% | 64.2%+10.2pp | 80.3%-5.9pp | 71.5%+2.9pp |
| Annual return | -12.45% | -10.05%-2.4pp | -0.04%-12.4pp | 32.82%-45.3pp |
| Employer contribution / active EE | $1,898 | $1,910-0.6% | $4,951-61.7% | $2,506-24.2% |
| Participant deferral / active EE | $2,480 | $2,646-6.3% | $5,637-56.0% | $4,310-42.5% |
| Admin fee / account holder | $55 | $154-64.1% | $14,673-99.6% | $188-70.6% |