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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,065 |
DRISCOLL, MATHEW2+ years Service code 49 2302 W 1ST ST STE 201E · CEDAR FALLS, IA 506131854 | Other Services | $9,577 |
NEWPORT GROUP, INC.2+ years Filed as: KIDDER BENEFITS CONSULTANTS, INC. Service code 13 · EIN 42-1451295 | Contract Administrator | $6,841 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,931 | $39,819+45.5% | $67,834-14.6% | $57,658+0.5% |
| Participation rate | 48.9% | 61.2%-12.3pp | 68.8%-19.9pp | 70.2%-21.3pp |
| Annual return | 134.90% | 9.19%+125.7pp | 138.47%-3.6pp | 5.13%+129.8pp |
| Employer contribution / active EE | $365 | $1,277-71.4% | $2,403-84.8% | $1,974-81.5% |
| Participant deferral / active EE | $1,236 | $2,209-44.1% | $3,160-60.9% | $3,061-59.6% |
| Admin fee / account holder | $105 | $84+25.6% | $4,622-97.7% | $95+11.1% |