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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,534 |
WEALTHPLAN ADVISORS LLC5+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $29,940 |
WITHUMSMITH+BROWN, PC2 years Filed as: RUBIN BROWN Service code 10 · EIN 43-0765316 | Accounting | $8,265 |
JACKSON LEWIS P.C.1 year Service code 29 · EIN 46-3862389 | Legal | $7,711 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,030 | $26,479+9.6% | $74,719-61.1% | $77,775-62.7% |
| Participation rate | 25.0% | 37.6%-12.6pp | 54.5%-29.5pp | 73.2%-48.2pp |
| Annual return | 19.30% | 38.31%-19.0pp | 753.05%-733.7pp | 32.58%-13.3pp |
| Employer contribution / active EE | $91 | $440-79.4% | $1,084-91.7% | $2,504-96.4% |
| Participant deferral / active EE | $710 | $1,074-34.0% | $1,963-63.9% | $3,966-82.1% |
| Admin fee / account holder | $152 | $119+28.0% | $3,334-95.4% | $100+52.3% |