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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,335 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER & COMPANY INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $51,427 |
GESTAMP NORTH AMERICA1 year Service code 49 · EIN 02-0191163 | Other Services | $5,498 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $32,521 | $80,211-59.5% | $74,184-56.2% | $63,975-49.2% |
| Participation rate | 53.9% | 84.2%-30.2pp | 76.6%-22.7pp | 71.1%-17.2pp |
| Annual return | 14.09% | 14.13%0pp | 17.74%-3.6pp | 48.65%-34.6pp |
| Employer contribution / active EE | $1,202 | $2,553-52.9% | $2,370-49.3% | $2,182-44.9% |
| Participant deferral / active EE | $2,034 | $4,370-53.4% | $3,550-42.7% | $3,356-39.4% |
| Admin fee / account holder | $33 | $67-51.2% | $5,586-99.4% | $70-53.4% |