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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,724 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,031 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $41,211 | $101,672-59.5% | $147,117-72.0% | $74,478-44.7% |
| Participation rate | 81.5% | 75.5%+6.0pp | 82.2%-0.7pp | 67.2%+14.3pp |
| Annual return | 12.63% | 8757.83%-8745.2pp | 420.54%-407.9pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $1,743 | $3,813-54.3% | $4,932-64.7% | $2,626-33.6% |
| Participant deferral / active EE | $3,028 | $7,305-58.5% | $8,065-62.4% | $4,350-30.4% |
| Admin fee / account holder | $349 | $1,753-80.1% | $12,993-97.3% | $1,946-82.0% |