Filed September 24, 2025
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| Provider | Service type | Compensation |
|---|---|---|
S B H U LIFE AGENCY INC4+ years Service code 49 · EIN 13-2896238 | Other Services | $52,371 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $500 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $343,777 | $63,114+444.7% | $92,903+270.0% | $65,185+427.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 8.61% | 28.75%-20.1pp | 109.43%-100.8pp | 29.38%-20.8pp |
| Employer contribution / active EE | $11,063 | $2,571+330.4% | $3,653+202.8% | $2,177+408.2% |
| Participant deferral / active EE | $9,041 | $3,108+190.9% | $4,238+113.4% | $3,514+157.3% |
| Admin fee / account holder | $8 | $624-98.8% | $5,795-99.9% | $847-99.1% |