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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,462 |
Service code 49 · EIN 74-2794194 | Other Services | $6,543 |
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $6,001 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $41,208 | $62,928-34.5% | $172,753-76.1% | $67,582-39.0% |
| Participation rate | 36.1% | 64.5%-28.3pp | 82.6%-46.5pp | 71.3%-35.2pp |
| Annual return | 20.56% | 30.36%-9.8pp | 803.00%-782.4pp | 378.57%-358.0pp |
| Employer contribution / active EE | $490 | $1,636-70.1% | $5,144-90.5% | $2,148-77.2% |
| Participant deferral / active EE | $917 | $2,145-57.2% | $5,198-82.4% | $3,539-74.1% |
| Admin fee / account holder | $161 | $167-3.4% | $13,956-98.8% | $142+13.1% |