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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 801 GRAND AVE · DES MOINES, IA 50309 | Contract Administrator | $51,341 |
Filed as: PRUDENTIAL INSURANCE AGENCY LLC Service code 49 · EIN 36-4576911 213 WASHINGTON ST FL 17 · NEWARK, NJ 07102 | Other Services | $20,444 |
PEN-CAL ADMINISTRATORS3 years Filed as: PEN FLEX INC Service code 13 · EIN 33-0461574 9665 CHESAPEAKE DRIVE · SAN DIEGO, CA 92123 | Contract Administrator | $5,363 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE SUITE 700 · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,406 | $100,801-47.0% | $149,730-64.3% | $73,412-27.3% |
| Participation rate | 32.2% | 77.7%-45.5pp | 82.5%-50.3pp | 72.2%-40.0pp |
| Annual return | 37.51% | 265.34%-227.8pp | 276.70%-239.2pp | 59.30%-21.8pp |
| Employer contribution / active EE | $178 | $3,312-94.6% | $4,645-96.2% | $2,234-92.1% |
| Participant deferral / active EE | $1,711 | $6,404-73.3% | $6,843-75.0% | $3,806-55.1% |
| Admin fee / account holder | $291 | $181+61.0% | $9,310-96.9% | $158+84.4% |