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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,383,333 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $632,344 |
NATIONAL BENEFIT SERVICES, LLC2+ years Filed as: NATIONAL BENEFIT SERVICE Service code 13 | Contract Administrator | $512,692 |
NATIONAL BENEFIT SERVICES, LLC2+ years Filed as: NATIONAL BENEFIT SERVICES Service code 13 · EIN 20-3886993 | Contract Administrator | $312,876 |
PENSION ASSURANCE LLP2+ years Service code 10 · EIN 30-0840934 | Accounting | $99,908 |
Service code 10 · EIN 38-3133790 | Accounting | $17,130 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,184 | $120,321-27.5% | $147,117-40.7% | $99,313-12.2% |
| Participation rate | 74.9% | 73.4%+1.5pp | 82.2%-7.3pp | 71.7%+3.2pp |
| Annual return | 16.52% | 28.95%-12.4pp | 420.54%-404.0pp | 17.67%-1.2pp |
| Employer contribution / active EE | $2,237 | $4,158-46.2% | $4,932-54.6% | $3,264-31.5% |
| Participant deferral / active EE | $8,074 | $8,044+0.4% | $8,065+0.1% | $5,346+51.0% |
| Admin fee / account holder | $225 | $150+49.3% | $12,993-98.3% | $109+105.7% |