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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,245 |
STEPHENSON & CO., INC.2 years Service code 27 · EIN 81-1124741 | Advisory (Plan) | $10,950 |
WOODARD III, WILLIAM R.4+ years Service code 49 16275 TISBURY CIR · HUNTINGTN BCH, CA 926492142 | Other Services | $4,795 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $98,340 | $55,449+77.4% | $83,848+17.3% | $56,287+74.7% |
| Participation rate | 98.1% | 68.0%+30.1pp | 76.1%+22.0pp | 69.9%+28.3pp |
| Annual return | -3.67% | -1.38%-2.3pp | 850.88%-854.5pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,670 | $2,430-31.3% | $3,631-54.0% | $2,111-20.9% |
| Participant deferral / active EE | $4,934 | $2,935+68.1% | $4,082+20.9% | $3,350+47.3% |
| Admin fee / account holder | $540 | $656-17.7% | $5,478-90.1% | $521+3.6% |