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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,581 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $9,074 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,263 | $79,223+1.3% | $102,460-21.7% | $74,478+7.8% |
| Participation rate | 54.5% | 74.8%-20.2pp | 76.5%-22.0pp | 67.2%-12.7pp |
| Annual return | 13.50% | 54.98%-41.5pp | 29.47%-16.0pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $614 | $2,363-74.0% | $3,025-79.7% | $2,626-76.6% |
| Participant deferral / active EE | $2,682 | $4,417-39.3% | $5,056-47.0% | $4,350-38.3% |
| Admin fee / account holder | $397 | $2,003-80.2% | $9,460-95.8% | $1,946-79.6% |