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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $64,689 |
SBHU LIFE AGENCY INC4+ years Filed as: SBHU LIFE AGENCY INC. Service code 49 | Other Services | $38,539 |
ASSOCIATED PENSION CONSULTANTS4+ years Service code 13 · EIN 11-3271022 | Contract Administrator | $8,209 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANANGEMENT Service code 26 | Advisory (Participants) | $0 |
SBHU LIFE AGENCY INC4+ years Service code 49 · EIN 13-2896238 1 NEW YORK PLAZA · NEW YORK, NY 100041901 | Other Services | $0 |
Filed as: WHLSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,968 | $88,203-55.8% | $165,100-76.4% | $74,478-47.7% |
| Participation rate | 83.4% | 73.1%+10.3pp | 78.6%+4.8pp | 67.2%+16.2pp |
| Annual return | 17.66% | 17.13%+0.5pp | 70.21%-52.5pp | 1370.56%-1352.9pp |
| Employer contribution / active EE | $1,465 | $2,601-43.7% | $4,348-66.3% | $2,626-44.2% |
| Participant deferral / active EE | $4,527 | $4,505+0.5% | $6,035-25.0% | $4,350+4.1% |
| Admin fee / account holder | $304 | $2,235-86.4% | $12,696-97.6% | $1,946-84.4% |