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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,195 |
WILLIAMS BENATOR & LIBBY1 year Service code 10 · EIN 58-1460137 | Accounting | $24,125 |
ORENDA RETIREMENT, LLC1 year Service code 13 · EIN 36-4877979 | Contract Administrator | $12,247 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,771 | $37,418-73.9% | $77,081-87.3% | $77,906-87.5% |
| Participation rate | 17.6% | 46.9%-29.3pp | 67.9%-50.3pp | 73.7%-56.1pp |
| Annual return | -4.11% | -7.13%+3.0pp | 42.33%-46.4pp | 12.16%-16.3pp |
| Employer contribution / active EE | $80 | $1,200-93.3% | $2,813-97.1% | $2,846-97.2% |
| Participant deferral / active EE | $1,871 | $2,572-27.2% | $4,428-57.7% | $4,805-61.1% |
| Admin fee / account holder | $155 | $126+22.8% | $5,427-97.1% | $133+16.8% |