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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,996 |
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $12,887 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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.
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 | $29,006 | $37,117-21.9% | $147,617-80.4% | $55,191-47.4% |
| Participation rate | 26.5% | 63.6%-37.1pp | 84.6%-58.1pp | 69.2%-42.6pp |
| Annual return | 0.12% | 3.44%-3.3pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $388 | $1,620-76.1% | $5,564-93.0% | $1,899-79.6% |
| Participant deferral / active EE | $658 | $1,985-66.8% | $4,895-86.6% | $3,046-78.4% |
| Admin fee / account holder | $145 | $86+69.7% | $11,612-98.7% | $91+60.0% |