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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $20,005 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,620 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,654 | $65,125-34.5% | $143,797-70.3% | $66,949-36.3% |
| Participation rate | 70.8% | 65.2%+5.6pp | 80.3%-9.6pp | 69.8%+0.9pp |
| Annual return | -16.52% | -11.13%-5.4pp | -0.04%-16.5pp | 1.57%-18.1pp |
| Employer contribution / active EE | $833 | $2,362-64.7% | $4,952-83.2% | $2,545-67.3% |
| Participant deferral / active EE | $3,821 | $2,920+30.8% | $5,638-32.2% | $4,239-9.9% |
| Admin fee / account holder | $29 | $503-94.3% | $14,679-99.8% | $594-95.2% |