Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $25,278 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,036 | $81,948-65.8% | $90,766-69.1% | $64,824-56.8% |
| Participation rate | 94.8% | 80.5%+14.3pp | 75.7%+19.1pp | 71.5%+23.3pp |
| Annual return | -7.99% | -12.53%+4.5pp | -12.16%+4.2pp | 32.84%-40.8pp |
| Employer contribution / active EE | $3,411 | $3,067+11.2% | $2,922+16.7% | $2,507+36.0% |
| Participant deferral / active EE | $9,140 | $4,844+88.7% | $4,565+100.2% | $4,311+112.0% |
| Admin fee / account holder | $64 | $157-59.4% | $8,446-99.2% | $188-66.0% |