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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,688 |
OSAIC WEALTH INC2 years Service code 49 · EIN 93-0987232 | Other Services | $17,382 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,350 | $36,002+28.7% | $161,489-71.3% | $64,728-28.4% |
| Participation rate | 37.0% | 57.4%-20.4pp | 78.7%-41.7pp | 57.9%-20.9pp |
| Annual return | 11.10% | 33.93%-22.8pp | 89.72%-78.6pp | 49.38%-38.3pp |
| Employer contribution / active EE | $753 | $1,380-45.4% | $4,268-82.3% | $2,243-66.4% |
| Participant deferral / active EE | $1,240 | $1,815-31.7% | $5,630-78.0% | $2,729-54.6% |
| Admin fee / account holder | $148 | $931-84.1% | $16,006-99.1% | $1,145-87.1% |