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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $163,261 |
INVICTA CAPITAL LLC4 years Service code 49 · EIN 47-1180771 | Other Services | $35,875 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $202,132 | $106,236+90.3% | $112,249+80.1% | $64,819+211.8% |
| Participation rate | 98.1% | 71.7%+26.4pp | 75.1%+23.0pp | 71.5%+26.6pp |
| Annual return | -18.01% | -6.02%-12.0pp | 27.48%-45.5pp | 32.84%-50.9pp |
| Employer contribution / active EE | $5,959 | $3,166+88.2% | $3,636+63.9% | $2,507+137.7% |
| Participant deferral / active EE | $7,819 | $3,785+106.6% | $4,729+65.3% | $4,311+81.4% |
| Admin fee / account holder | $461 | $452+2.1% | $6,412-92.8% | $188+145.5% |