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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 | $35,730-21.4% | $158,223-82.3% | $83,436-66.3% |
| Participation rate | 24.9% | 59.7%-34.8pp | 79.2%-54.3pp | 73.2%-48.3pp |
| Annual return | 12.37% | 53.13%-40.8pp | 52.09%-39.7pp | 19.34%-7.0pp |
| Employer contribution / active EE | $270 | $1,450-81.4% | $4,109-93.4% | $4,072-93.4% |
| Participant deferral / active EE | $877 | $1,698-48.3% | $5,467-84.0% | $3,411-74.3% |
| Admin fee / account holder | $217 | $165+31.6% | $16,047-98.6% | $265-18.2% |