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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP4+ years Service code 13 | Contract Administrator | $66,805 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,547 |
ACTUARIAL BENEFITS CORP4+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,334 | $45,382-70.6% | $154,114-91.3% | $75,289-82.3% |
| Participation rate | 95.2% | 65.9%+29.3pp | 83.0%+12.2pp | 72.4%+22.8pp |
| Annual return | -8.94% | -0.47%-8.5pp | 735.16%-744.1pp | -0.04%-8.9pp |
| Employer contribution / active EE | $363 | $1,533-76.3% | $5,298-93.1% | $2,405-84.9% |
| Participant deferral / active EE | $2,259 | $2,384-5.2% | $5,081-55.5% | $3,739-39.6% |
| Admin fee / account holder | $15 | $89-83.1% | $13,411-99.9% | $102-85.3% |