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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,171 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $29,333 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED8+ 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 | $65,871 | $65,092+1.2% | $143,799-54.2% | $66,938-1.6% |
| Participation rate | 57.9% | 65.2%-7.3pp | 80.3%-22.4pp | 69.8%-11.9pp |
| Annual return | -12.95% | -11.14%-1.8pp | -0.04%-12.9pp | 1.58%-14.5pp |
| Employer contribution / active EE | $1,013 | $2,362-57.1% | $4,952-79.5% | $2,545-60.2% |
| Participant deferral / active EE | $4,443 | $2,920+52.1% | $5,638-21.2% | $4,238+4.8% |
| Admin fee / account holder | $534 | $502+6.3% | $14,677-96.4% | $594-10.0% |