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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,250 |
TPG FINANCIAL ADVISORS, LLC2 years Service code 27 · EIN 20-5282002 | Advisory (Plan) | $17,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,661 | $73,638-28.5% | $95,960-45.1% | $73,493-28.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 77.1%-27.1pp | 70.7%-20.7pp |
| Annual return | 19.42% | 16.78%+2.6pp | 91.63%-72.2pp | 28.51%-9.1pp |
| Employer contribution / active EE | $1,029 | $1,863-44.8% | $2,541-59.5% | $2,270-54.7% |
| Participant deferral / active EE | $2,769 | $3,617-23.4% | $4,167-33.5% | $3,740-26.0% |
| Admin fee / account holder | $410 | $482-14.9% | $6,797-94.0% | $513-20.0% |