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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,233 |
LPL FINANCIAL3 years Filed as: NEXT FINANCIAL GROUP INC Service code 49 · EIN 54-1900002 | Other Services | $8,161 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,562 | $65,376-77.7% | $87,104-83.3% | $65,185-77.7% |
| Participation rate | 97.5% | 75.3%+22.2pp | 76.9%+20.7pp | 70.2%+27.3pp |
| Annual return | 21.83% | 31.27%-9.4pp | 28.19%-6.4pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,074 | $1,822-41.1% | $2,521-57.4% | $2,177-50.7% |
| Participant deferral / active EE | $3,866 | $3,388+14.1% | $4,048-4.5% | $3,514+10.0% |
| Admin fee / account holder | $169 | $520-67.4% | $7,491-97.7% | $847-80.0% |