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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $153,881 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $40,266 |
PENSION INC.1+ years Service code 49 | Other Services | $25,000 |
PENSION INC.1+ years Filed as: PENSION INC Service code 49 · EIN 39-1623968 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILLSHIRE ASSOCIATES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,745 | $85,135+72.4% | $98,920+48.3% | $73,412+99.9% |
| Participation rate | 52.8% | 81.1%-28.4pp | 76.0%-23.2pp | 72.2%-19.4pp |
| Annual return | 14.17% | 19.14%-5.0pp | 196.47%-182.3pp | 59.30%-45.1pp |
| Employer contribution / active EE | $0 | $2,721-100.0% | $2,689-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,760 | $4,349-36.5% | $4,245-35.0% | $3,806-27.5% |
| Admin fee / account holder | $479 | $139+244.2% | $6,643-92.8% | $158+203.6% |