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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,513 |
Filed as: MARTIN AND PELLEGRIN Service code 10 · EIN 72-1111438 | Accounting | $12,750 |
Service code 27 | Advisory (Plan) | $9,287 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $6,820 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,637 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 42-0127290 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,994 | $101,653-5.6% | $147,080-34.7% | $74,459+28.9% |
| Participation rate | 72.9% | 75.6%-2.6pp | 82.2%-9.2pp | 67.2%+5.7pp |
| Annual return | 8.49% | 8754.98%-8746.5pp | 420.17%-411.7pp | 1369.70%-1361.2pp |
| Employer contribution / active EE | $2,018 | $3,813-47.1% | $4,933-59.1% | $2,626-23.2% |
| Participant deferral / active EE | $4,629 | $7,304-36.6% | $8,066-42.6% | $4,350+6.4% |
| Admin fee / account holder | $539 | $1,752-69.2% | $12,989-95.8% | $1,945-72.3% |