Filed February 1, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $13,497 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,354 |
SHIRAZI, MASOUD S.3+ years Service code 49 8205 W 20TH ST · GREELEY, CO 806344697 | Other Services | $7,743 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $70,050 | $80,753-13.3% | $136,297-48.6% | $62,293+12.5% |
| Participation rate | 78.2% | 73.5%+4.6pp | 81.9%-3.7pp | 69.5%+8.7pp |
| Annual return | 15.59% | 35.83%-20.2pp | 5156.19%-5140.6pp | 28.90%-13.3pp |
| Employer contribution / active EE | $994 | $2,884-65.5% | $4,696-78.8% | $2,042-51.3% |
| Participant deferral / active EE | $2,497 | $5,164-51.6% | $6,247-60.0% | $3,169-21.2% |
| Admin fee / account holder | $120 | $525-77.2% | $9,244-98.7% | $479-75.0% |