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| Provider | Service type | Compensation |
|---|---|---|
CORE CAPITAL SOLUTIONS2+ years Service code 27 · EIN 36-4469402 | Advisory (Plan) | $29,744 |
UNION SPECIAL LLC1 year Filed as: UNION SPECIAL, LLC Service code 13 · EIN 26-2167565 | Contract Administrator | $12,613 |
BKD, LLP1 year Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $9,358 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,197 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,729 | $60,165+49.1% | $74,184+21.0% | $55,167+62.6% |
| Participation rate | 84.8% | 74.2%+10.7pp | 76.6%+8.2pp | 69.0%+15.8pp |
| Annual return | 4.93% | 10.00%-5.1pp | 17.74%-12.8pp | 169.23%-164.3pp |
| Employer contribution / active EE | $139 | $1,600-91.3% | $2,370-94.1% | $1,963-92.9% |
| Participant deferral / active EE | $1,686 | $2,973-43.3% | $3,550-52.5% | $3,054-44.8% |
| Admin fee / account holder | $399 | $419-4.8% | $5,586-92.9% | $504-20.7% |