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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $761 |
WILSHIRE ASSOCIATES INCORPORATED2+ years 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,206 | $43,423-74.2% | $78,676-85.8% | $55,167-79.7% |
| Participation rate | 88.6% | 68.0%+20.6pp | 73.6%+15.0pp | 69.0%+19.6pp |
| Annual return | 6.25% | 11.53%-5.3pp | 62.19%-55.9pp | 169.23%-163.0pp |
| Employer contribution / active EE | $343 | $1,997-82.8% | $2,850-88.0% | $1,963-82.5% |
| Participant deferral / active EE | $1,305 | $2,509-48.0% | $3,517-62.9% | $3,054-57.3% |
| Admin fee / account holder | $7 | $416-98.4% | $4,510-99.8% | $504-98.6% |