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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $164,731 |
INVICTA CAPITAL LLC5 years Service code 49 · EIN 47-1180771 | Other Services | $34,097 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,717 | $92,971+137.4% | $96,683+128.3% | $74,419+196.6% |
| Participation rate | 98.5% | 71.5%+27.0pp | 74.3%+24.2pp | 70.7%+27.8pp |
| Annual return | 16.46% | 37.49%-21.0pp | 35.69%-19.2pp | 34.38%-17.9pp |
| Employer contribution / active EE | $5,811 | $3,426+69.6% | $3,737+55.5% | $2,637+120.3% |
| Participant deferral / active EE | $7,487 | $3,970+88.6% | $4,878+53.5% | $4,528+65.4% |
| Admin fee / account holder | $442 | $633-30.2% | $6,730-93.4% | $348+27.0% |