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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,444 |
TBS AGENCY INC1 year Service code 49 · EIN 52-1473914 | Other Services | $1,508 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,113 | $69,383+2.5% | $101,275-29.8% | $73,497-3.2% |
| Participation rate | 94.1% | 68.4%+25.7pp | 75.8%+18.3pp | 70.7%+23.4pp |
| Annual return | 30.59% | 18.46%+12.1pp | 46.48%-15.9pp | 28.51%+2.1pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,475 | $3,301+5.3% | $4,371-20.5% | $3,740-7.1% |
| Admin fee / account holder | $391 | $704-44.4% | $5,948-93.4% | $513-23.7% |