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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,081 |
WEALTHPLAN ADVISORS LLC6+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $29,152 |
WITHUMSMITH+BROWN, PC1 year Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $14,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,665 | $29,516+20.8% | $77,513-54.0% | $90,274-60.5% |
| Participation rate | 26.5% | 33.7%-7.1pp | 54.2%-27.7pp | 73.4%-46.8pp |
| Annual return | 10.66% | 231.18%-220.5pp | 54.81%-44.1pp | 53.97%-43.3pp |
| Employer contribution / active EE | $41 | $381-89.3% | $987-95.9% | $2,523-98.4% |
| Participant deferral / active EE | $855 | $944-9.5% | $1,861-54.1% | $4,231-79.8% |
| Admin fee / account holder | $209 | $106+97.5% | $2,859-92.7% | $114+83.3% |