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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $94,640 |
COMMONWEALTH FINANCIAL NETWORK8+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $63,012 |
WILSHIRE ASSOCIATES INCORPORATED8+ years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,416 | $71,516-61.7% | $98,439-72.1% | $71,457-61.6% |
| Participation rate | 94.8% | 72.7%+22.1pp | 75.2%+19.6pp | 67.9%+26.8pp |
| Annual return | -7.98% | 32.41%-40.4pp | 21.16%-29.1pp | 28.85%-36.8pp |
| Employer contribution / active EE | $1,742 | $2,399-27.4% | $3,048-42.9% | $2,588-32.7% |
| Participant deferral / active EE | $3,976 | $4,109-3.2% | $4,738-16.1% | $4,289-7.3% |
| Admin fee / account holder | $381 | $1,675-77.2% | $8,948-95.7% | $1,587-76.0% |