Filed June 22, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $25,614 |
Service code 13 · EIN 14-1836262 | Contract Administrator | $14,208 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,330 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Service code 27 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,908 | $36,002+22.0% | $161,489-72.8% | $64,728-32.2% |
| Participation rate | 72.3% | 57.4%+14.9pp | 78.7%-6.4pp | 57.9%+14.4pp |
| Annual return | 12.44% | 33.93%-21.5pp | 89.72%-77.3pp | 49.38%-36.9pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $4,713 | $1,815+159.7% | $5,630-16.3% | $2,729+72.7% |
| Admin fee / account holder | $65 | $931-93.0% | $16,006-99.6% | $1,145-94.3% |