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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,295 |
CENTAURUS FINANCIAL INC1 year Filed as: CENTAURS FINANCIAL INC Service code 27 · EIN 33-0530236 | Advisory (Plan) | $50,389 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,613 | $43,504+149.7% | $68,793+57.9% | $56,287+93.0% |
| Participation rate | 93.3% | 67.8%+25.4pp | 72.2%+21.1pp | 69.9%+23.4pp |
| Annual return | -5.27% | -3.15%-2.1pp | -4.63%-0.6pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,080 | $1,525+36.3% | $2,625-20.8% | $2,111-1.5% |
| Participant deferral / active EE | $6,232 | $2,509+148.4% | $3,311+88.2% | $3,350+86.0% |
| Admin fee / account holder | $694 | $515+34.7% | $5,131-86.5% | $521+33.2% |