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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,475 |
RESOURCE 1, INC.1 year Filed as: RESOURCE 1, INC Service code 27 · EIN 20-3941578 | Advisory (Plan) | $12,367 |
THE LEADERS GROUP INC10+ years Service code 49 · EIN 84-1275292 | Other Services | $4,881 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,847 | $79,171-53.5% | $102,423-64.0% | $74,495-50.5% |
| Participation rate | 97.8% | 74.8%+23.0pp | 76.5%+21.3pp | 67.2%+30.6pp |
| Annual return | 10.30% | 54.93%-44.6pp | 29.32%-19.0pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,530 | $2,362-35.3% | $3,023-49.4% | $2,623-41.7% |
| Participant deferral / active EE | $5,763 | $4,415+30.5% | $5,053+14.0% | $4,346+32.6% |
| Admin fee / account holder | $322 | $2,001-83.9% | $9,451-96.6% | $1,942-83.4% |