Filed April 1, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,366 |
LANDRUM, JIMMY F.3+ years Service code 49 7909 RIDGELINE N · AUSTIN, TX 787311323 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,092 | $89,739-17.4% | $149,721-50.5% | $62,293+18.9% |
| Participation rate | 94.6% | 85.1%+9.5pp | 87.1%+7.5pp | 69.5%+25.1pp |
| Annual return | 17.57% | 21.01%-3.4pp | 1501.67%-1484.1pp | 28.90%-11.3pp |
| Employer contribution / active EE | $2,339 | $3,233-27.7% | $5,444-57.0% | $2,042+14.5% |
| Participant deferral / active EE | $2,620 | $4,797-45.4% | $6,568-60.1% | $3,169-17.3% |
| Admin fee / account holder | $24 | $551-95.6% | $11,282-99.8% | $479-95.0% |