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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,867 |
STEPHENSON & CO., INC.7 years Service code 27 · EIN 81-1124741 | Advisory (Plan) | $23,825 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,720 | $76,670-19.5% | $96,683-36.2% | $71,457-13.6% |
| Participation rate | 98.1% | 66.6%+31.5pp | 74.3%+23.8pp | 67.9%+30.2pp |
| Annual return | 11.11% | 48.29%-37.2pp | 35.69%-24.6pp | 28.85%-17.7pp |
| Employer contribution / active EE | $1,925 | $3,031-36.5% | $3,737-48.5% | $2,588-25.6% |
| Participant deferral / active EE | $6,124 | $3,771+62.4% | $4,878+25.5% | $4,289+42.8% |
| Admin fee / account holder | $418 | $2,028-79.4% | $6,730-93.8% | $1,587-73.6% |