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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,320 |
HUELSMAN JR, LAWRENCE F.2+ years Service code 49 14045 BALNTYN CORP PL · CHARLOTTE, NC 282773868 | Other Services | $3,161 |
YETT III, HARRY C.2+ years Service code 49 14045 BALNTYN CORP PL · CHARLOTTE, NC 282773868 | Other Services | $3,161 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,805 | $46,072+27.6% | $69,779-15.7% | $55,167+6.6% |
| Participation rate | 96.5% | 67.5%+29.1pp | 71.8%+24.7pp | 69.0%+27.5pp |
| Annual return | 3.75% | 8.68%-4.9pp | 12.99%-9.2pp | 169.23%-165.5pp |
| Employer contribution / active EE | $0 | $1,500-100.0% | $2,338-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,266 | $2,344-3.3% | $2,931-22.7% | $3,054-25.8% |
| Admin fee / account holder | $405 | $428-5.2% | $4,381-90.7% | $504-19.5% |