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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,427 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $29,347 |
RUBINBROWN LLP4 years Service code 10 · EIN 43-0765316 | Accounting | $6,500 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,080 | $36,773-23.6% | $189,758-85.2% | $85,660-67.2% |
| Participation rate | 24.9% | 63.3%-38.4pp | 79.8%-54.9pp | 74.8%-50.0pp |
| Annual return | 12.37% | 55.47%-43.1pp | 52.62%-40.2pp | 19.52%-7.1pp |
| Employer contribution / active EE | $270 | $1,536-82.4% | $4,767-94.3% | $4,199-93.6% |
| Participant deferral / active EE | $877 | $1,800-51.3% | $5,856-85.0% | $3,518-75.1% |
| Admin fee / account holder | $217 | $132+64.8% | $20,388-98.9% | $224-3.1% |