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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,259 |
Service code 27 · EIN 47-3030907 | Advisory (Plan) | $56,137 |
BURLEIGH CONSULTING GROUP5 years Service code 13 · EIN 62-0842964 | Contract Administrator | $12,180 |
BURLEIGH CONSULTING GROUP6 years Filed as: BURLEIGH CONSULTING GROUP INC Service code 13 | Contract Administrator | $6,740 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,126 | $86,897-46.9% | $151,611-69.6% | $64,808-28.8% |
| Participation rate | 59.3% | 87.3%-28.0pp | 87.5%-28.2pp | 71.5%-12.2pp |
| Annual return | -9.92% | -3.57%-6.4pp | 3.33%-13.3pp | 32.82%-42.7pp |
| Employer contribution / active EE | $1,055 | $4,010-73.7% | $6,166-82.9% | $2,506-57.9% |
| Participant deferral / active EE | $4,622 | $6,690-30.9% | $8,363-44.7% | $4,310+7.2% |
| Admin fee / account holder | $388 | $153+153.7% | $11,616-96.7% | $188+106.7% |