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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,677 |
THE LEADERS GROUP INC2+ years Service code 49 · EIN 84-1275292 | Other Services | $41,761 |
Filed as: CEROS FINANCIAL SERVICES INC Service code 49 · EIN 04-3249931 | Other Services | $8,916 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,881 | $43,717-6.5% | $81,478-49.8% | $77,958-47.6% |
| Participation rate | 50.4% | 42.5%+7.9pp | 68.0%-17.5pp | 71.6%-21.2pp |
| Annual return | 32.87% | 23.83%+9.0pp | 38.78%-5.9pp | 20.87%+12.0pp |
| Employer contribution / active EE | $2,149 | $919+133.9% | $2,568-16.3% | $2,310-7.0% |
| Participant deferral / active EE | $4,158 | $1,783+133.2% | $3,537+17.6% | $3,537+17.6% |
| Admin fee / account holder | $155 | $108+43.3% | $4,561-96.6% | $97+58.7% |