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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,088 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $22,316 |
RUBINBROWN LLP3 years Service code 10 · EIN 43-0765316 | Accounting | $9,900 |
MORNINGSTAR2 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 | $28,946 | $53,216-45.6% | $155,534-81.4% | $199,960-85.5% |
| Participation rate | 21.3% | 64.1%-42.8pp | 78.2%-57.0pp | 72.0%-50.7pp |
| Annual return | 16.76% | 41.18%-24.4pp | 64.92%-48.2pp | 34.28%-17.5pp |
| Employer contribution / active EE | $233 | $1,848-87.4% | $4,675-95.0% | $3,036-92.3% |
| Participant deferral / active EE | $735 | $3,164-76.8% | $5,630-86.9% | $5,087-85.5% |
| Admin fee / account holder | $221 | $186+19.2% | $15,900-98.6% | $269-17.8% |