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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,363 |
Service code 27 · EIN 99-1321623 | Advisory (Plan) | $54,275 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.)
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 | $129,784 | $88,581+46.5% | $145,661-10.9% | $74,304+74.7% |
| Participation rate | 98.8% | 64.9%+33.9pp | 77.2%+21.6pp | 60.3%+38.5pp |
| Annual return | 15.92% | 34.30%-18.4pp | 101.46%-85.5pp | 29.43%-13.5pp |
| Employer contribution / active EE | $966 | $2,612-63.0% | $4,238-77.2% | $2,241-56.9% |
| Participant deferral / active EE | $9,717 | $4,151+134.1% | $7,198+35.0% | $3,767+157.9% |
| Admin fee / account holder | $348 | $2,953-88.2% | $12,466-97.2% | $2,969-88.3% |