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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,551 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,760 | $65,092+2.6% | $143,799-53.6% | $66,938-0.3% |
| Participation rate | 15.8% | 65.2%-49.4pp | 80.3%-64.5pp | 69.8%-54.0pp |
| Annual return | -19.92% | -11.14%-8.8pp | -0.04%-19.9pp | 1.58%-21.5pp |
| Employer contribution / active EE | $584 | $2,362-75.3% | $4,952-88.2% | $2,545-77.1% |
| Participant deferral / active EE | $1,066 | $2,920-63.5% | $5,638-81.1% | $4,238-74.8% |
| Admin fee / account holder | $189 | $502-62.4% | $14,677-98.7% | $594-68.2% |