Filed May 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $33,795 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,257 |
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 | $64,186 | $50,919+26.1% | $155,556-58.7% | $77,762-17.5% |
| Participation rate | 69.0% | 63.1%+5.9pp | 78.2%-9.2pp | 70.6%-1.6pp |
| Annual return | 12.09% | 34.84%-22.7pp | 64.84%-52.7pp | 31.27%-19.2pp |
| Employer contribution / active EE | $941 | $1,991-52.7% | $4,675-79.9% | $2,728-65.5% |
| Participant deferral / active EE | $3,170 | $2,824+12.2% | $5,631-43.7% | $4,651-31.8% |
| Admin fee / account holder | $41 | $437-90.5% | $15,885-99.7% | $433-90.4% |