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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,647 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,974 | $41,854-11.7% | $73,836-49.9% | $52,331-29.3% |
| Participation rate | 77.2% | 66.2%+11.0pp | 73.4%+3.8pp | 68.1%+9.1pp |
| Annual return | -1.10% | 2.11%-3.2pp | 2268.06%-2269.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $415 | $1,920-78.4% | $2,787-85.1% | $1,882-77.9% |
| Participant deferral / active EE | $3,328 | $2,498+33.2% | $3,583-7.1% | $3,022+10.1% |
| Admin fee / account holder | $165 | $493-66.6% | $4,882-96.6% | $592-72.2% |