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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,184 | $119,627-27.1% | $146,958-40.7% | $99,062-12.0% |
| Participation rate | 74.9% | 73.4%+1.5pp | 82.2%-7.3pp | 71.6%+3.3pp |
| Annual return | 16.52% | 28.82%-12.3pp | 418.34%-401.8pp | 17.66%-1.1pp |
| Employer contribution / active EE | $2,237 | $4,153-46.1% | $4,933-54.6% | $3,262-31.4% |
| Participant deferral / active EE | $8,074 | $7,997+1.0% | $8,070+0.1% | $5,331+51.4% |
| Admin fee / account holder | $225 | $150+50.0% | $12,998-98.3% | $109+106.0% |