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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,388 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $42,548 |
Service code 49 · EIN 13-5674085 | Other Services | $8,567 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $46,350 | $62,543-25.9% | $83,327-44.4% | $55,725-16.8% |
| Participation rate | 87.7% | 78.4%+9.4pp | 77.8%+10.0pp | 70.9%+16.9pp |
| Annual return | 2.33% | 14.85%-12.5pp | 10.64%-8.3pp | 244.93%-242.6pp |
| Employer contribution / active EE | $3,853 | $2,427+58.7% | $3,379+14.0% | $2,078+85.4% |
| Participant deferral / active EE | $6,845 | $5,682+20.5% | $5,565+23.0% | $3,356+104.0% |
| Admin fee / account holder | $224 | $103+117.2% | $7,540-97.0% | $115+94.5% |