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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,075 |
CISMOSKI, GREG V1+ years Filed as: CISMOSKI, GREG V. Service code 49 14301 FNB PKWY STE 306 · OMAHA, NE 681545299 | Other Services | $7,766 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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.)
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 | $137,244 | $46,360+196.0% | $147,617-7.0% | $52,331+162.3% |
| Participation rate | 92.4% | 64.9%+27.5pp | 84.6%+7.8pp | 68.1%+24.3pp |
| Annual return | 0.08% | 1.62%-1.5pp | 61.98%-61.9pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,122 | $2,126-0.2% | $5,564-61.9% | $1,882+12.8% |
| Participant deferral / active EE | $4,521 | $2,258+100.3% | $4,895-7.7% | $3,022+49.6% |
| Admin fee / account holder | $397 | $766-48.1% | $11,612-96.6% | $592-32.9% |