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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $136,428 |
COMMONWEALTH FINANCIAL NETWORK10+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $91,246 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 13 · EIN 85-0833363 | Contract Administrator | $10,602 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 | Contract Administrator | $4,032 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,303 | $107,218-69.9% | $115,768-72.1% | $79,634-59.4% |
| Participation rate | 74.6% | 76.8%-2.2pp | 74.4%+0.2pp | 62.5%+12.1pp |
| Annual return | 4.63% | 15.41%-10.8pp | 100.46%-95.8pp | 36.46%-31.8pp |
| Employer contribution / active EE | $1,295 | $3,627-64.3% | $2,940-55.9% | $2,529-48.8% |
| Participant deferral / active EE | $3,041 | $5,091-40.3% | $4,917-38.2% | $3,835-20.7% |
| Admin fee / account holder | $492 | $576-14.6% | $12,439-96.0% | $1,002-50.9% |