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| Provider | Service type | Compensation |
|---|---|---|
CORE CAPITAL SOLUTIONS3+ years Service code 27 · EIN 36-4469402 | Advisory (Plan) | $30,229 |
UNION SPECIAL LLC3+ years Service code 13 · EIN 26-2167565 | Contract Administrator | $12,466 |
BKD, LLP2 years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $9,498 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,875 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $92,963 | $64,909+43.2% | $82,312+12.9% | $62,293+49.2% |
| Participation rate | 90.8% | 74.9%+16.0pp | 76.9%+13.9pp | 69.5%+21.3pp |
| Annual return | 9.56% | 21.18%-11.6pp | 25.88%-16.3pp | 28.90%-19.3pp |
| Employer contribution / active EE | $179 | $1,676-89.3% | $2,428-92.6% | $2,042-91.2% |
| Participant deferral / active EE | $2,220 | $3,103-28.5% | $3,706-40.1% | $3,169-30.0% |
| Admin fee / account holder | $412 | $440-6.2% | $5,608-92.6% | $479-14.0% |