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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,134 |
USI CONSULTING GROUP3+ years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $31,500 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $159,279 | $96,458+65.1% | $136,298+16.9% | $77,958+104.3% |
| Participation rate | 98.6% | 75.4%+23.2pp | 81.9%+16.6pp | 71.6%+26.9pp |
| Annual return | 19.63% | 23.78%-4.1pp | 5156.27%-5136.6pp | 20.87%-1.2pp |
| Employer contribution / active EE | $4,650 | $3,144+47.9% | $4,696-1.0% | $2,310+101.3% |
| Participant deferral / active EE | $9,449 | $5,902+60.1% | $6,247+51.2% | $3,537+167.2% |
| Admin fee / account holder | $33 | $80-58.8% | $9,244-99.6% | $97-66.0% |