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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,445 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,984 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,735 | $50,815-15.9% | $155,509-72.5% | $77,643-45.0% |
| Participation rate | 51.5% | 63.1%-11.6pp | 78.2%-26.7pp | 70.6%-19.1pp |
| Annual return | 9.35% | 34.80%-25.5pp | 64.67%-55.3pp | 31.24%-21.9pp |
| Employer contribution / active EE | $914 | $1,993-54.1% | $4,672-80.4% | $2,726-66.5% |
| Participant deferral / active EE | $1,638 | $2,822-41.9% | $5,626-70.9% | $4,647-64.7% |
| Admin fee / account holder | $96 | $437-77.9% | $15,912-99.4% | $430-77.6% |