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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,658 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $38,895 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $13,614 |
Filed as: WILSHIRE ADVISORS LLC 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,931 | $102,661+30.5% | $151,639-11.7% | $66,938+100.1% |
| Participation rate | 77.4% | 85.5%-8.1pp | 87.5%-10.0pp | 69.8%+7.6pp |
| Annual return | -14.46% | -10.81%-3.6pp | 3.34%-17.8pp | 1.58%-16.0pp |
| Employer contribution / active EE | $5,994 | $4,184+43.3% | $6,165-2.8% | $2,545+135.5% |
| Participant deferral / active EE | $761 | $6,645-88.6% | $8,363-90.9% | $4,238-82.1% |
| Admin fee / account holder | $319 | $630-49.5% | $11,613-97.3% | $594-46.3% |