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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,202 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,082 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $12,041 |
BKD, LLP4 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $8,000 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,201 | $82,678+36.9% | $125,391-9.7% | $68,490+65.3% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.4%-12.4pp | 67.9%+2.1pp |
| Annual return | -16.97% | -5.97%-11.0pp | 572.41%-589.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $3,361 | $3,382-0.6% | $4,816-30.2% | $2,597+29.4% |
| Participant deferral / active EE | $4,266 | $6,111-30.2% | $7,448-42.7% | $4,028+5.9% |
| Admin fee / account holder | $512 | $6,277-91.8% | $10,009-94.9% | $5,403-90.5% |