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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $22,501 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,511 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,223 | $49,451-12.6% | $79,580-45.7% | $66,938-35.4% |
| Participation rate | 80.0% | 61.3%+18.7pp | 69.5%+10.5pp | 69.8%+10.2pp |
| Annual return | -22.29% | 84.25%-106.5pp | 0.15%-22.4pp | 1.58%-23.9pp |
| Employer contribution / active EE | $92 | $1,266-92.8% | $2,413-96.2% | $2,545-96.4% |
| Participant deferral / active EE | $4,131 | $3,159+30.8% | $3,985+3.7% | $4,238-2.5% |
| Admin fee / account holder | $71 | $595-88.1% | $6,835-99.0% | $594-88.0% |