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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,246 |
Filed as: PRINCIPAL SECURITIES, INC Service code 49 · EIN 42-0941553 | Other Services | $20,198 |
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 | $66,388 | $78,562-15.5% | $105,608-37.1% | $74,429-10.8% |
| Participation rate | 90.4% | 72.8%+17.6pp | 75.3%+15.2pp | 67.2%+23.2pp |
| Annual return | 11.86% | 15.94%-4.1pp | 116.50%-104.6pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $2,353 | $2,521-6.7% | $3,167-25.7% | $2,625-10.4% |
| Participant deferral / active EE | $5,152 | $4,321+19.2% | $5,010+2.8% | $4,348+18.5% |
| Admin fee / account holder | $231 | $2,217-89.6% | $11,028-97.9% | $1,944-88.1% |