Filed August 24, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,127 |
ASCENSUS LLC1+ years Filed as: FARMERS FINANCIAL SOLUTIONS LLC Service code 49 · EIN 77-0530616 | Other Services | $3,389 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
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 | $22,994 | $37,117-38.1% | $147,617-84.4% | $55,191-58.3% |
| Participation rate | 94.2% | 63.6%+30.6pp | 84.6%+9.6pp | 69.2%+25.1pp |
| Annual return | -2.44% | 3.44%-5.9pp | 61.98%-64.4pp | 10.78%-13.2pp |
| Employer contribution / active EE | $1,249 | $1,620-22.9% | $5,564-77.6% | $1,899-34.2% |
| Participant deferral / active EE | $3,191 | $1,985+60.7% | $4,895-34.8% | $3,046+4.8% |
| Admin fee / account holder | $137 | $86+60.6% | $11,612-98.8% | $91+51.4% |