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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109,359 |
EDWARD JONES10+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $58,212 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,329 | $88,360+254.6% | $145,433+115.4% | $67,986+360.9% |
| Participation rate | 95.6% | 65.5%+30.1pp | 82.1%+13.5pp | 57.2%+38.4pp |
| Annual return | 13.82% | 63.15%-49.3pp | 66.58%-52.8pp | 31.67%-17.8pp |
| Employer contribution / active EE | $9,586 | $3,054+213.9% | $4,554+110.5% | $2,019+374.8% |
| Participant deferral / active EE | $10,757 | $5,932+81.3% | $7,897+36.2% | $3,358+220.3% |
| Admin fee / account holder | $478 | $3,313-85.6% | $13,129-96.4% | $3,203-85.1% |