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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $124,583 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $47,894 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,780 | $61,166+380.3% | $185,849+58.1% | $79,391+270.0% |
| Participation rate | 97.2% | 66.6%+30.6pp | 81.7%+15.5pp | 70.7%+26.5pp |
| Annual return | 17.35% | 19.45%-2.1pp | 122.10%-104.8pp | 116.88%-99.5pp |
| Employer contribution / active EE | $16,026 | $2,321+590.5% | $5,169+210.1% | $2,428+560.1% |
| Participant deferral / active EE | $20,025 | $2,789+618.1% | $5,569+259.6% | $4,046+394.9% |
| Admin fee / account holder | $415 | $710-41.5% | $16,244-97.4% | $627-33.7% |