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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,576 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,749 | $43,423-66.0% | $78,676-81.3% | $55,167-73.3% |
| Participation rate | 44.0% | 68.0%-24.0pp | 73.6%-29.5pp | 69.0%-25.0pp |
| Annual return | -1.34% | 11.53%-12.9pp | 62.19%-63.5pp | 169.23%-170.6pp |
| Employer contribution / active EE | $370 | $1,997-81.5% | $2,850-87.0% | $1,963-81.2% |
| Participant deferral / active EE | $805 | $2,509-67.9% | $3,517-77.1% | $3,054-73.7% |
| Admin fee / account holder | $105 | $416-74.7% | $4,510-97.7% | $504-79.1% |