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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,866 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $33,427 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,818 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,005 | $102,385+34.8% | $147,080-6.2% | $80,935+70.5% |
| Participation rate | 99.0% | 75.9%+23.1pp | 82.2%+16.8pp | 67.7%+31.3pp |
| Annual return | 16.16% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $3,365 | $3,717-9.5% | $4,933-31.8% | $2,757+22.1% |
| Participant deferral / active EE | $13,252 | $6,651+99.3% | $8,066+64.3% | $4,299+208.2% |
| Admin fee / account holder | $509 | $7,951-93.6% | $12,989-96.1% | $6,924-92.6% |