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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,713 |
Service code 27 · EIN 47-3030907 | Advisory (Plan) | $64,867 |
BURLEIGH CONSULTING GROUP6 years Service code 13 · EIN 62-0842964 | Contract Administrator | $14,085 |
BURLEIGH CONSULTING GROUP7 years Filed as: BURLEIGH CONSULTING GROUP INC Service code 13 | Contract Administrator | $7,825 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,250 | $100,272-47.9% | $170,043-69.3% | $74,460-29.8% |
| Participation rate | 66.4% | 87.4%-20.9pp | 87.0%-20.6pp | 70.7%-4.3pp |
| Annual return | 22.41% | 66.12%-43.7pp | 53.40%-31.0pp | 34.38%-12.0pp |
| Employer contribution / active EE | $1,199 | $4,266-71.9% | $6,790-82.3% | $2,638-54.6% |
| Participant deferral / active EE | $4,608 | $7,147-35.5% | $10,410-55.7% | $4,530+1.7% |
| Admin fee / account holder | $410 | $235+74.9% | $12,824-96.8% | $348+18.0% |