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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,670 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $31,645 |
Service code 49 · EIN 13-5674085 | Other Services | $6,362 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,949 | $65,592-25.4% | $90,161-45.7% | $69,631-29.7% |
| Participation rate | 89.9% | 77.6%+12.2pp | 76.9%+13.0pp | 70.7%+19.2pp |
| Annual return | 57.53% | 57.10%+0.4pp | 34.89%+22.6pp | 27571.02%-27513.5pp |
| Employer contribution / active EE | $3,729 | $2,193+70.0% | $3,318+12.4% | $2,032+83.5% |
| Participant deferral / active EE | $6,706 | $5,257+27.6% | $5,287+26.8% | $3,224+108.0% |
| Admin fee / account holder | $205 | $86+139.4% | $5,943-96.5% | $110+85.7% |