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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,355 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 27 | Advisory (Plan) | $21,403 |
Filed as: SIGNATOR INVESTORS INC Service code 27 | Advisory (Plan) | $6,724 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $0 |
Filed as: SIGNATOR INVESTORS Service code 27 · EIN 04-2442399 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $51,809 | $62,928-17.7% | $172,752-70.0% | $67,579-23.3% |
| Participation rate | 49.4% | 64.5%-15.1pp | 82.6%-33.2pp | 71.3%-21.9pp |
| Annual return | 18.17% | 30.36%-12.2pp | 802.97%-784.8pp | 378.56%-360.4pp |
| Employer contribution / active EE | $447 | $1,636-72.7% | $5,144-91.3% | $2,148-79.2% |
| Participant deferral / active EE | $1,870 | $2,145-12.8% | $5,198-64.0% | $3,539-47.2% |
| Admin fee / account holder | $392 | $167+135.3% | $13,955-97.2% | $142+175.5% |