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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,362 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $11,685 |
Service code 13 · EIN 81-4636200 | Contract Administrator | $6,046 |
WILSHIRE ASSOCIATES INCORPORATED4+ years 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 | $40,524 | $47,977-15.5% | $154,114-73.7% | $56,287-28.0% |
| Participation rate | 56.4% | 66.2%-9.8pp | 83.0%-26.7pp | 69.9%-13.5pp |
| Annual return | -4.32% | 3.54%-7.9pp | 735.16%-739.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $587 | $2,169-72.9% | $5,298-88.9% | $2,111-72.2% |
| Participant deferral / active EE | $1,939 | $2,392-18.9% | $5,081-61.8% | $3,350-42.1% |
| Admin fee / account holder | $129 | $438-70.6% | $13,411-99.0% | $521-75.3% |