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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,332 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $8,231 | $30,979-73.4% | $67,704-87.8% | $59,188-86.1% |
| Participation rate | 85.1% | 40.5%+44.6pp | 67.5%+17.6pp | 69.4%+15.7pp |
| Annual return | -1.57% | -1.74%+0.2pp | 25.41%-27.0pp | 5.51%-7.1pp |
| Employer contribution / active EE | $0 | $807-100.0% | $2,559-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $2,126 | $1,603+32.7% | $3,585-40.7% | $3,265-34.9% |
| Admin fee / account holder | $68 | $81-16.4% | $4,255-98.4% | $92-26.6% |