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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,112 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $11,101 |
WILSHIRE ASSOCIATES INCORPORATED3+ years 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,466 | $63,346+25.4% | $92,240-13.8% | $70,126+13.3% |
| Participation rate | 62.9% | 68.7%-5.8pp | 76.5%-13.6pp | 69.5%-6.7pp |
| Annual return | 16.43% | 530.19%-513.8pp | 176.29%-159.9pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,217 | $2,471-50.8% | $3,680-66.9% | $2,343-48.0% |
| Participant deferral / active EE | $1,855 | $2,854-35.0% | $3,897-52.4% | $3,332-44.3% |
| Admin fee / account holder | $516 | $3,841-86.6% | $5,194-90.1% | $4,645-88.9% |