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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,691 |
Service code 49 · EIN 41-0973005 | Other Services | $12,522 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,846 | $87,870-27.3% | $113,168-43.6% | $74,304-14.1% |
| Participation rate | 87.6% | 70.7%+16.9pp | 76.6%+11.1pp | 60.3%+27.3pp |
| Annual return | 12.10% | 26.44%-14.3pp | 24.27%-12.2pp | 29.43%-17.3pp |
| Employer contribution / active EE | $1,280 | $2,277-43.8% | $2,975-57.0% | $2,241-42.9% |
| Participant deferral / active EE | $3,456 | $4,241-18.5% | $5,107-32.3% | $3,767-8.3% |
| Admin fee / account holder | $342 | $3,368-89.8% | $12,068-97.2% | $2,969-88.5% |