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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,001 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $10,141 |
Filed as: PLUMBERS AND STEAMFITTERS 42 PL Service code 14 · EIN 23-7404110 | Plan Administrator | $7,553 |
SHUMAKER, LOOP & KENDRICK, LLP4+ years Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $5,914 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $57,264 | $66,650-14.1% | $92,915-38.4% | $67,582-15.3% |
| Participation rate | 97.7% | 72.5%+25.2pp | 76.0%+21.7pp | 71.3%+26.4pp |
| Annual return | 5.67% | 92.64%-87.0pp | 109.45%-103.8pp | 378.57%-372.9pp |
| Employer contribution / active EE | $2,896 | $2,777+4.3% | $3,653-20.7% | $2,148+34.8% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $333 | $199+67.4% | $5,796-94.2% | $142+134.2% |