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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC6 years Service code 49 · EIN 65-0173164 | Other Services | $31,174 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,489 |
MORNINGSTAR2 years 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 | $25,682 | $47,163-45.5% | $149,696-82.8% | $74,460-65.5% |
| Participation rate | 85.4% | 63.4%+22.0pp | 78.8%+6.6pp | 70.7%+14.7pp |
| Annual return | 19.72% | 22.75%-3.0pp | 134.46%-114.7pp | 34.38%-14.7pp |
| Employer contribution / active EE | $1,510 | $1,907-20.8% | $4,821-68.7% | $2,638-42.8% |
| Participant deferral / active EE | $2,953 | $2,730+8.1% | $5,682-48.0% | $4,530-34.8% |
| Admin fee / account holder | $45 | $343-86.8% | $13,212-99.7% | $348-87.0% |