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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $121,055 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $33,652 |
Service code 13 · EIN 71-1039549 | Contract Administrator | $23,692 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,654 | $44,626-26.8% | $86,216-62.1% | $80,157-59.3% |
| Participation rate | 21.0% | 63.5%-42.5pp | 69.0%-48.0pp | 72.9%-51.9pp |
| Annual return | 24.99% | 19.61%+5.4pp | 1169.42%-1144.4pp | 40.39%-15.4pp |
| Employer contribution / active EE | $212 | $1,099-80.7% | $2,382-91.1% | $2,977-92.9% |
| Participant deferral / active EE | $1,241 | $2,769-55.2% | $3,986-68.9% | $5,015-75.3% |
| Admin fee / account holder | $214 | $133+60.9% | $6,853-96.9% | $145+47.8% |