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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,048 |
M HOLDINGS SECURITIES INC4+ years Service code 49 · EIN 91-1802259 | Other Services | $13,579 |
WILSHIRE ASSOCIATES INCORPORATED4+ years 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).
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 | $52,009 | $49,138+5.8% | $84,021-38.1% | $65,185-20.2% |
| Participation rate | 81.1% | 60.7%+20.4pp | 69.0%+12.1pp | 70.2%+10.9pp |
| Annual return | 18.74% | 23.00%-4.3pp | 71.32%-52.6pp | 29.38%-10.6pp |
| Employer contribution / active EE | $253 | $914-72.3% | $1,984-87.2% | $2,177-88.4% |
| Participant deferral / active EE | $4,530 | $2,397+89.0% | $3,239+39.9% | $3,514+28.9% |
| Admin fee / account holder | $331 | $543-39.0% | $6,102-94.6% | $847-60.9% |