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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $9,776 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $900 |
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.
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 | $22,356 | $65,125-65.7% | $143,797-84.5% | $66,949-66.6% |
| Participation rate | 46.0% | 65.2%-19.2pp | 80.3%-34.3pp | 69.8%-23.8pp |
| Annual return | -16.36% | -11.13%-5.2pp | -0.04%-16.3pp | 1.57%-17.9pp |
| Employer contribution / active EE | $456 | $2,362-80.7% | $4,952-90.8% | $2,545-82.1% |
| Participant deferral / active EE | $1,283 | $2,920-56.1% | $5,638-77.2% | $4,239-69.7% |
| Admin fee / account holder | $15 | $503-97.1% | $14,679-99.9% | $594-97.5% |