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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $139,784 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $55,901 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $50,438 | $69,231-27.1% | $91,994-45.2% | $67,582-25.4% |
| Participation rate | 91.5% | 78.9%+12.6pp | 78.6%+12.9pp | 71.3%+20.3pp |
| Annual return | 62.95% | 32.03%+30.9pp | 69.04%-6.1pp | 378.57%-315.6pp |
| Employer contribution / active EE | $3,542 | $2,284+55.1% | $3,453+2.6% | $2,148+64.9% |
| Participant deferral / active EE | $6,679 | $5,854+14.1% | $5,924+12.7% | $3,539+88.7% |
| Admin fee / account holder | $171 | $107+59.3% | $7,744-97.8% | $142+20.2% |