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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,502 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,989 | $55,453-18.9% | $170,435-73.6% | $62,293-27.8% |
| Participation rate | 97.2% | 66.4%+30.8pp | 83.6%+13.6pp | 69.5%+27.7pp |
| Annual return | 15.44% | 21.38%-5.9pp | 205.94%-190.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,815 | $2,303+109.1% | $4,939-2.5% | $3,169+51.9% |
| Admin fee / account holder | $38 | $455-91.6% | $13,881-99.7% | $479-92.1% |