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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $158,119 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $45,389 |
Service code 13 · EIN 71-1039549 | Contract Administrator | $29,332 |
Filed as: WILSHIRE ADVIORS LLC Service code 27 | Advisory (Plan) | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,147 | $48,698-23.7% | $93,606-60.3% | $199,593-81.4% |
| Participation rate | 18.4% | 63.5%-45.1pp | 68.7%-50.3pp | 72.0%-53.5pp |
| Annual return | 13.79% | 15.34%-1.6pp | 133.20%-119.4pp | 34.25%-20.5pp |
| Employer contribution / active EE | $183 | $1,135-83.9% | $2,420-92.5% | $3,034-94.0% |
| Participant deferral / active EE | $1,071 | $2,817-62.0% | $4,411-75.7% | $5,087-78.9% |
| Admin fee / account holder | $262 | $195+34.3% | $8,285-96.8% | $269-2.6% |