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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,584 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $15,338 |
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 | Accounting | $9,497 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 27 · EIN 04-6035483 | Advisory (Plan) | $5,367 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $463 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,947 | $45,000-49.0% | $143,797-84.0% | $77,906-70.5% |
| Participation rate | 18.6% | 66.8%-48.2pp | 80.3%-61.7pp | 73.7%-55.1pp |
| Annual return | -15.60% | 29.03%-44.6pp | -0.04%-15.6pp | 12.16%-27.8pp |
| Employer contribution / active EE | $200 | $1,870-89.3% | $4,952-96.0% | $2,846-93.0% |
| Participant deferral / active EE | $547 | $3,157-82.7% | $5,638-90.3% | $4,805-88.6% |
| Admin fee / account holder | $251 | $98+154.5% | $14,679-98.3% | $133+89.0% |