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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,520 |
CENTAURUS FINANCIAL INC3 years Filed as: CENTAURS FINANCIAL INC Service code 27 · EIN 33-0530236 | Advisory (Plan) | $50,809 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $110,316 | $54,590+102.1% | $81,930+34.6% | $73,488+50.1% |
| Participation rate | 99.3% | 68.3%+31.0pp | 72.0%+27.3pp | 70.7%+28.6pp |
| Annual return | 11.04% | 17.74%-6.7pp | 29.49%-18.5pp | 28.51%-17.5pp |
| Employer contribution / active EE | $1,976 | $1,636+20.8% | $4,310-54.2% | $2,270-13.0% |
| Participant deferral / active EE | $7,058 | $2,759+155.8% | $7,107-0.7% | $3,740+88.7% |
| Admin fee / account holder | $466 | $592-21.2% | $5,158-91.0% | $513-9.1% |