Filed August 24, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,032 |
CARLSON QUINN1 year Filed as: CARLSON, QUINN & ASSOCIATES, INC. Service code 13 · EIN 94-3210526 | Contract Administrator | $10,311 |
ASCENSUS LLC4+ years Filed as: FARMERS FINANCIAL SOLUTIONS LLC Service code 49 · EIN 77-0530616 | Other Services | $3,112 |
Filed as: WILSHIRE ASSOCAITES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 | 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 | $26,988 | $37,196-27.4% | $154,108-82.5% | $55,725-51.6% |
| Participation rate | 91.4% | 64.1%+27.3pp | 83.0%+8.3pp | 70.9%+20.5pp |
| Annual return | -6.36% | 1319.68%-1326.0pp | 735.21%-741.6pp | 244.93%-251.3pp |
| Employer contribution / active EE | $500 | $1,614-69.0% | $5,298-90.6% | $2,078-76.0% |
| Participant deferral / active EE | $2,991 | $2,068+44.6% | $5,081-41.1% | $3,356-10.9% |
| Admin fee / account holder | $166 | $102+63.7% | $13,411-98.8% | $115+44.4% |