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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,894 |
NOONE, PETER1+ years Service code 49 520 PIKE ST STE 1400 · SEATTLE, WA 981014017 | Other Services | $10,072 |
WALTERS & SKLYAR LLP1+ years Filed as: WALTERS, NATHAN R. Service code 49 520 PIKE ST STE 1400 · SEATTLE, WA 981014017 | Other Services | $6,880 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $12,800 | $88,324-85.5% | $115,038-88.9% | $55,191-76.8% |
| Participation rate | 94.8% | 72.5%+22.3pp | 81.4%+13.4pp | 69.2%+25.7pp |
| Annual return | 14.18% | 6.30%+7.9pp | 26.14%-12.0pp | 10.78%+3.4pp |
| Employer contribution / active EE | $737 | $2,805-73.7% | $4,608-84.0% | $1,899-61.2% |
| Participant deferral / active EE | $4,734 | $5,042-6.1% | $6,026-21.5% | $3,046+55.4% |
| Admin fee / account holder | $79 | $105-24.6% | $8,175-99.0% | $91-12.5% |