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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $22,941 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,528 |
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.
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 | $89,035 | $58,292+52.7% | $86,640+2.8% | $71,511+24.5% |
| Participation rate | 68.4% | 65.0%+3.4pp | 71.7%-3.3pp | 67.9%+0.5pp |
| Annual return | 11.66% | 21.63%-10.0pp | 592.52%-580.9pp | 28.86%-17.2pp |
| Employer contribution / active EE | $694 | $2,574-73.1% | $3,024-77.1% | $2,589-73.2% |
| Participant deferral / active EE | $3,748 | $3,438+9.0% | $4,438-15.6% | $4,291-12.6% |
| Admin fee / account holder | $110 | $1,057-89.6% | $5,616-98.0% | $1,588-93.1% |