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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,145 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST,NATIONAL ASSOCIATI Service code 27 | Advisory (Plan) | $19,476 |
NOTTINGHAM ADVISORS1 year Service code 27 · EIN 16-0743081 | Advisory (Plan) | $6,757 |
HARPER DANESH LLC4 years Service code 13 · EIN 27-3395775 | Contract Administrator | $6,092 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST, NATIONAL ASSOCIA Service code 27 · EIN 16-1486154 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,616 | $46,292-61.9% | $143,757-87.7% | $64,808-72.8% |
| Participation rate | 65.7% | 64.2%+1.5pp | 80.3%-14.6pp | 71.5%-5.8pp |
| Annual return | -17.11% | -10.05%-7.1pp | -0.04%-17.1pp | 32.82%-49.9pp |
| Employer contribution / active EE | $975 | $1,910-49.0% | $4,951-80.3% | $2,506-61.1% |
| Participant deferral / active EE | $1,932 | $2,646-27.0% | $5,637-65.7% | $4,310-55.2% |
| Admin fee / account holder | $156 | $154+1.1% | $14,673-98.9% | $188-17.2% |