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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,705 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $19,531 |
SILVERSTONE ASSET MANAGEMENT INC1+ years Service code 27 | Advisory (Plan) | $10,657 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
SILVERSTONE ASSET MANAGEMENT INC1+ years Filed as: SILVERSTONE ASSET MANAGEMENT Service code 27 · EIN 20-1113894 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,613 | $61,166-9.1% | $185,837-70.1% | $79,393-30.0% |
| Participation rate | 49.5% | 66.6%-17.1pp | 81.7%-32.2pp | 70.7%-21.2pp |
| Annual return | 0.00% | 19.45%-19.4pp | 122.08%-122.1pp | 116.87%-116.9pp |
| Employer contribution / active EE | $1,478 | $2,321-36.3% | $5,168-71.4% | $2,428-39.1% |
| Participant deferral / active EE | $912 | $2,789-67.3% | $5,568-83.6% | $4,046-77.5% |
| Admin fee / account holder | $412 | $710-41.9% | $16,241-97.5% | $627-34.2% |