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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP2+ years Service code 13 | Contract Administrator | $52,760 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,426 |
ALPHAPOINT, INC.2+ years Service code 27 2101 EAST COAST HIGHWAY · CORONA DEL MAR, CA 92625 | Advisory (Plan) | $6,000 |
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES Service code 52 · EIN 95-2755361 | Indirect Investment Fees | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 27 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,042 | $37,213-62.3% | $156,549-91.0% | $63,975-78.1% |
| Participation rate | 93.0% | 65.0%+28.0pp | 84.0%+8.9pp | 71.1%+21.8pp |
| Annual return | 7.31% | 47.89%-40.6pp | 32.23%-24.9pp | 48.65%-41.3pp |
| Employer contribution / active EE | $415 | $1,357-69.4% | $5,501-92.4% | $2,182-81.0% |
| Participant deferral / active EE | $1,887 | $2,070-8.9% | $4,871-61.3% | $3,356-43.8% |
| Admin fee / account holder | $35 | $56-38.2% | $13,027-99.7% | $70-50.6% |