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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,616 |
Service code 27 · EIN 47-3192561 | Advisory (Plan) | $0 |
Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 27 · EIN 13-3749682 | Advisory (Plan) | $0 |
Filed as: QUALIFIED PENSION SERVICES INC. Service code 13 · EIN 84-1365788 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,350 | $37,196-31.8% | $154,108-83.6% | $55,725-54.5% |
| Participation rate | 87.3% | 64.1%+23.2pp | 83.0%+4.3pp | 70.9%+16.4pp |
| Annual return | -5.65% | 1319.68%-1325.3pp | 735.21%-740.9pp | 244.93%-250.6pp |
| Employer contribution / active EE | $873 | $1,614-45.9% | $5,298-83.5% | $2,078-58.0% |
| Participant deferral / active EE | $2,720 | $2,068+31.5% | $5,081-46.5% | $3,356-18.9% |
| Admin fee / account holder | $119 | $102+17.2% | $13,411-99.1% | $115+3.4% |