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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $14,028 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,225 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,609 | $47,180-56.3% | $149,723-86.2% | $74,473-72.3% |
| Participation rate | 81.0% | 63.4%+17.6pp | 78.8%+2.2pp | 70.7%+10.3pp |
| Annual return | 11.52% | 22.75%-11.2pp | 134.50%-123.0pp | 34.36%-22.8pp |
| Employer contribution / active EE | $892 | $1,907-53.2% | $4,821-81.5% | $2,638-66.2% |
| Participant deferral / active EE | $1,274 | $2,730-53.3% | $5,682-77.6% | $4,530-71.9% |
| Admin fee / account holder | $30 | $343-91.4% | $13,215-99.8% | $347-91.5% |