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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,744 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $17,242 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $33,808 | $56,640-40.3% | $80,977-58.2% | $57,658-41.4% |
| Participation rate | 90.3% | 75.9%+14.4pp | 75.8%+14.5pp | 70.2%+20.1pp |
| Annual return | 10.80% | 19.97%-9.2pp | 17.11%-6.3pp | 5.13%+5.7pp |
| Employer contribution / active EE | $3,317 | $2,085+59.1% | $3,715-10.7% | $1,974+68.0% |
| Participant deferral / active EE | $5,853 | $4,944+18.4% | $5,696+2.7% | $3,061+91.2% |
| Admin fee / account holder | $157 | $87+80.7% | $5,517-97.1% | $95+66.5% |