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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $171,248 |
Filed as: MORGAN STANLEY Service code 16 · EIN 88-0502320 | Consulting | $86,043 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,069 | $44,989+26.9% | $170,442-66.5% | $77,958-26.8% |
| Participation rate | 84.7% | 64.6%+20.1pp | 83.6%+1.1pp | 71.6%+13.1pp |
| Annual return | 17.64% | 19.61%-2.0pp | 205.93%-188.3pp | 20.87%-3.2pp |
| Employer contribution / active EE | $2,245 | $1,466+53.1% | $5,433-58.7% | $2,310-2.8% |
| Participant deferral / active EE | $4,239 | $2,208+92.0% | $4,939-14.2% | $3,537+19.9% |
| Admin fee / account holder | $96 | $69+38.7% | $13,880-99.3% | $97-1.8% |