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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-2674388 | Advisory (Plan) | $35,085 |
BKD, LLP4 years Service code 10 · EIN 44-0160260 | Accounting | $10,100 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,905 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,496 | $86,298+47.7% | $111,308+14.5% | $85,847+48.5% |
| Participation rate | 83.3% | 73.3%+10.0pp | 77.3%+6.0pp | 69.3%+14.0pp |
| Annual return | 8.87% | 19.99%-11.1pp | 54.67%-45.8pp | 318.61%-309.7pp |
| Employer contribution / active EE | $181 | $2,044-91.1% | $2,732-93.4% | $2,565-92.9% |
| Participant deferral / active EE | $3,639 | $3,6410% | $4,487-18.9% | $3,952-7.9% |
| Admin fee / account holder | $457 | $8,189-94.4% | $7,965-94.3% | $6,261-92.7% |