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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 | Other Services | $12,547 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,696 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 | Advisory (Plan) | $0 |
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 | $166,097 | $46,100+260.3% | $86,597+91.8% | $69,631+138.5% |
| Participation rate | 99.3% | 67.2%+32.2pp | 73.5%+25.8pp | 70.7%+28.6pp |
| Annual return | 20.53% | 21.02%-0.5pp | 964.96%-944.4pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $17,789 | $1,850+861.6% | $2,840+526.5% | $2,032+775.4% |
| Participant deferral / active EE | $11,703 | $2,432+381.3% | $3,609+224.3% | $3,224+263.0% |
| Admin fee / account holder | $13 | $94-86.3% | $4,906-99.7% | $110-88.3% |