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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,978 |
ARNALDO GARZA, JR.1+ years Service code 10 319 GLASSCOCK AVE · EDINBURG, TX 78541 | Accounting | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,650 | $46,360-87.8% | $147,614-96.2% | $52,331-89.2% |
| Participation rate | 87.5% | 64.9%+22.6pp | 84.6%+2.9pp | 68.1%+19.4pp |
| Annual return | -1.61% | 1.62%-3.2pp | 61.98%-63.6pp | 4.54%-6.2pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $866 | $2,258-61.6% | $4,895-82.3% | $3,022-71.4% |
| Admin fee / account holder | $32 | $766-95.8% | $11,611-99.7% | $592-94.5% |