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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,806 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $14,839 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,503 | $53,136-70.8% | $155,509-90.0% | $199,593-92.2% |
| Participation rate | 53.3% | 64.1%-10.8pp | 78.2%-24.9pp | 72.0%-18.7pp |
| Annual return | 15.66% | 41.15%-25.5pp | 64.67%-49.0pp | 34.25%-18.6pp |
| Employer contribution / active EE | $150 | $1,851-91.9% | $4,672-96.8% | $3,034-95.1% |
| Participant deferral / active EE | $1,077 | $3,161-65.9% | $5,626-80.8% | $5,087-78.8% |
| Admin fee / account holder | $56 | $185-69.6% | $15,912-99.6% | $269-79.0% |