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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,417 |
ACTUARIAL BENEFITS CORP2 years Service code 13 · EIN 20-1054428 | Contract Administrator | $33,224 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755631 | 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,971 | $81,357+22.9% | $75,972+31.6% | $199,593-49.9% |
| Participation rate | 30.7% | 69.9%-39.2pp | 69.1%-38.3pp | 72.0%-41.2pp |
| Annual return | 11.37% | 16.32%-4.9pp | 359.55%-348.2pp | 34.25%-22.9pp |
| Employer contribution / active EE | $1,326 | $3,341-60.3% | $2,685-50.6% | $3,034-56.3% |
| Participant deferral / active EE | $1,484 | $4,710-68.5% | $4,255-65.1% | $5,087-70.8% |
| Admin fee / account holder | $227 | $144+56.8% | $6,467-96.5% | $269-15.7% |