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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,989 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,752 |
THE RETIREMENT ADVANTAGE INC3 years Service code 13 · EIN 39-1816008 | Contract Administrator | $11,444 |
ARONSON LLC1 year Filed as: ARONSON, LLC Service code 10 · EIN 31-1611326 | Accounting | $9,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,859 | $99,957-13.1% | $149,730-42.0% | $73,493+18.2% |
| Participation rate | 58.2% | 75.7%-17.5pp | 82.5%-24.3pp | 70.7%-12.5pp |
| Annual return | 12.87% | 53.87%-41.0pp | 276.70%-263.8pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,552 | $3,191-51.4% | $4,645-66.6% | $2,270-31.6% |
| Participant deferral / active EE | $5,367 | $6,073-11.6% | $6,843-21.6% | $3,740+43.5% |
| Admin fee / account holder | $489 | $551-11.1% | $9,310-94.7% | $513-4.6% |