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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,704 |
STEPHENSON & CO., INC.3 years Service code 27 · EIN 81-1124741 | Advisory (Plan) | $11,383 |
WOODARD III, WILLIAM R.5+ years Service code 49 16275 TISBURY CIR · HUNTINGTN BCH, CA 926492142 | Other Services | $4,910 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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).
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 | $114,724 | $63,114+81.8% | $92,909+23.5% | $65,185+76.0% |
| Participation rate | 98.3% | 68.8%+29.5pp | 76.0%+22.3pp | 70.2%+28.1pp |
| Annual return | 22.68% | 28.75%-6.1pp | 109.44%-86.8pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,640 | $2,571-36.2% | $3,653-55.1% | $2,177-24.6% |
| Participant deferral / active EE | $4,901 | $3,108+57.7% | $4,238+15.6% | $3,514+39.5% |
| Admin fee / account holder | $516 | $624-17.3% | $5,795-91.1% | $847-39.1% |