Filed August 7, 2026
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,083 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $32,319 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,028 | $58,879+321.2% | $178,490+39.0% | $73,488+237.5% |
| Participation rate | 96.8% | 66.2%+30.6pp | 81.9%+14.9pp | 70.7%+26.1pp |
| Annual return | 17.17% | 24.86%-7.7pp | 151.07%-133.9pp | 28.51%-11.3pp |
| Employer contribution / active EE | $15,444 | $2,236+590.6% | $5,011+208.2% | $2,270+580.3% |
| Participant deferral / active EE | $18,798 | $2,567+632.2% | $5,202+261.4% | $3,740+402.7% |
| Admin fee / account holder | $345 | $400-13.8% | $13,984-97.5% | $513-32.8% |