Filed August 7, 2026
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $94,247 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $33,316 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,905 | $52,953+320.9% | $172,739+29.0% | $65,185+242.0% |
| Participation rate | 96.1% | 66.2%+29.9pp | 82.6%+13.5pp | 70.2%+25.9pp |
| Annual return | 26.29% | 30.12%-3.8pp | 802.84%-776.5pp | 29.38%-3.1pp |
| Employer contribution / active EE | $14,626 | $2,190+567.9% | $5,143+184.4% | $2,177+571.9% |
| Participant deferral / active EE | $17,879 | $2,471+623.6% | $5,198+244.0% | $3,514+408.8% |
| Admin fee / account holder | $356 | $472-24.6% | $13,954-97.5% | $847-58.0% |