Filed November 9, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,448 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $4,450 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,259 | $106,236-71.5% | $112,228-73.0% | $64,808-53.3% |
| Participation rate | 96.4% | 71.7%+24.8pp | 75.1%+21.4pp | 71.5%+25.0pp |
| Annual return | -15.29% | -6.02%-9.3pp | 27.45%-42.7pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,953 | $3,166-38.3% | $3,635-46.3% | $2,506-22.1% |
| Participant deferral / active EE | $4,701 | $3,785+24.2% | $4,728-0.6% | $4,310+9.1% |
| Admin fee / account holder | $24 | $452-94.8% | $6,410-99.6% | $188-87.4% |