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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $137,264 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $14,000 |
Service code 49 · EIN 51-0120742 | Other Services | $8,498 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,005 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $25,967 | $88,874-70.8% | $123,553-79.0% | $75,289-65.5% |
| Participation rate | 98.9% | 75.9%+23.0pp | 82.3%+16.6pp | 72.4%+26.4pp |
| Annual return | -9.49% | 4.22%-13.7pp | 119.21%-128.7pp | -0.04%-9.4pp |
| Employer contribution / active EE | $1,008 | $3,256-69.1% | $4,628-78.2% | $2,405-58.1% |
| Participant deferral / active EE | $7,193 | $6,174+16.5% | $6,426+11.9% | $3,739+92.4% |
| Admin fee / account holder | $119 | $95+26.0% | $9,284-98.7% | $102+16.4% |