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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.
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 | $69,255-53.4% | $148,496-78.2% | $69,255-53.4% |
| Participation rate | 74.6% | 69.0%+5.6pp | 76.0%-1.4pp | 69.0%+5.6pp |
| Annual return | 4.63% | 26.73%-22.1pp | 12.33%-7.7pp | 26.73%-22.1pp |
| Employer contribution / active EE | $1,295 | $2,645-51.0% | $3,497-63.0% | $2,645-51.0% |
| Participant deferral / active EE | $3,041 | $2,890+5.2% | $4,808-36.8% | $2,890+5.2% |
| Admin fee / account holder | $492 | $733-32.9% | $19,547-97.5% | $733-32.9% |