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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,832 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $16,104 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $8,598 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,673 | $81,476-73.4% | $102,383-78.8% | $80,925-73.2% |
| Participation rate | 71.8% | 66.8%+4.9pp | 74.5%-2.7pp | 67.7%+4.1pp |
| Annual return | -15.23% | 25.59%-40.8pp | 24.94%-40.2pp | 35.65%-50.9pp |
| Employer contribution / active EE | $3,883 | $3,105+25.1% | $3,870+0.3% | $2,756+40.9% |
| Participant deferral / active EE | $1,445 | $3,871-62.7% | $5,060-71.4% | $4,299-66.4% |
| Admin fee / account holder | $115 | $6,717-98.3% | $8,391-98.6% | $6,940-98.3% |