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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,583 |
Filed as: SIGNATOR INVESTORS INC Service code 27 | Advisory (Plan) | $25,856 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Filed as: SIGNATOR INVESTORS Service code 27 · EIN 04-2442399 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSSHIRE ASSOCIATES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,365 | $47,977-3.4% | $154,111-69.9% | $56,287-17.6% |
| Participation rate | 50.8% | 66.2%-15.3pp | 83.0%-32.2pp | 69.9%-19.0pp |
| Annual return | -5.04% | 3.54%-8.6pp | 735.18%-740.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $482 | $2,169-77.8% | $5,298-90.9% | $2,111-77.2% |
| Participant deferral / active EE | $2,032 | $2,392-15.0% | $5,081-60.0% | $3,350-39.3% |
| Admin fee / account holder | $348 | $438-20.5% | $13,411-97.4% | $521-33.1% |