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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,782 |
LBMC, PC1 year Filed as: LBMC Service code 10 · EIN 62-1199757 | Accounting | $9,450 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $8,219 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,493 | $52,293-43.6% | $178,503-83.5% | $73,412-59.8% |
| Participation rate | 97.4% | 65.3%+32.1pp | 81.9%+15.5pp | 72.2%+25.2pp |
| Annual return | 14.07% | 34.75%-20.7pp | 151.12%-137.0pp | 59.30%-45.2pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $146 | $127+14.7% | $13,987-99.0% | $158-7.5% |