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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,182 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $21,396 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,956 | $49,915+30.1% | $154,803-58.0% | $74,304-12.6% |
| Participation rate | 57.8% | 54.0%+3.8pp | 78.1%-20.3pp | 60.3%-2.6pp |
| Annual return | 9.34% | 34.06%-24.7pp | 58.88%-49.5pp | 29.43%-20.1pp |
| Employer contribution / active EE | $1,098 | $1,611-31.9% | $4,305-74.5% | $2,241-51.0% |
| Participant deferral / active EE | $1,354 | $2,255-39.9% | $5,540-75.6% | $3,767-64.1% |
| Admin fee / account holder | $326 | $2,189-85.1% | $14,329-97.7% | $2,969-89.0% |