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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,736 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $10,098 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,184 | $101,672-46.7% | $147,117-63.2% | $74,478-27.2% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.2%+13.1pp | 67.2%+28.0pp |
| Annual return | 7.82% | 8757.83%-8750.0pp | 420.54%-412.7pp | 1370.56%-1362.7pp |
| Employer contribution / active EE | $1,923 | $3,813-49.6% | $4,932-61.0% | $2,626-26.8% |
| Participant deferral / active EE | $3,041 | $7,305-58.4% | $8,065-62.3% | $4,350-30.1% |
| Admin fee / account holder | $274 | $1,753-84.4% | $12,993-97.9% | $1,946-85.9% |