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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,061 |
FOSTER, MONTIE D.1+ years Service code 49 · EIN 21-5820688 | Other Services | $1,268 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,383 | $31,810-76.8% | $64,105-88.5% | $59,188-87.5% |
| Participation rate | 73.3% | 57.7%+15.6pp | 68.2%+5.1pp | 69.4%+3.8pp |
| Annual return | 0.32% | 9.41%-9.1pp | 791.24%-790.9pp | 5.51%-5.2pp |
| Employer contribution / active EE | $0 | $659-100.0% | $1,820-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,417 | $1,582-10.5% | $2,822-49.8% | $3,265-56.6% |
| Admin fee / account holder | $37 | $57-35.1% | $4,499-99.2% | $92-60.0% |