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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC5 years Service code 49 · EIN 65-0173164 | Other Services | $28,489 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,001 |
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 |
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 | $26,502 | $46,332-42.8% | $143,799-81.6% | $64,819-59.1% |
| Participation rate | 87.9% | 64.2%+23.6pp | 80.3%+7.6pp | 71.5%+16.4pp |
| Annual return | -15.29% | -10.05%-5.2pp | -0.04%-15.2pp | 32.84%-48.1pp |
| Employer contribution / active EE | $1,595 | $1,911-16.5% | $4,952-67.8% | $2,507-36.4% |
| Participant deferral / active EE | $3,164 | $2,647+19.5% | $5,638-43.9% | $4,311-26.6% |
| Admin fee / account holder | $49 | $154-67.9% | $14,677-99.7% | $188-73.7% |