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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $129,215 |
Filed as: CAP FINANCIAL PARTNERS L Service code 27 · EIN 26-0058143 | Advisory (Plan) | $28,750 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ SAPPER & MILLER Service code 10 · EIN 35-1090346 | Accounting | $17,000 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0056143 | Advisory (Plan) | $6,250 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,705 | $407,990-78.0% | $121,196-26.0% | $75,289+19.1% |
| Participation rate | 21.9% | 59.5%-37.6pp | 71.7%-49.9pp | 72.4%-50.6pp |
| Annual return | -5.69% | 2.93%-8.6pp | 16.93%-22.6pp | -0.04%-5.6pp |
| Employer contribution / active EE | $52 | $1,846-97.2% | $4,022-98.7% | $2,405-97.8% |
| Participant deferral / active EE | $987 | $2,201-55.2% | $3,344-70.5% | $3,739-73.6% |
| Admin fee / account holder | $179 | $455-60.7% | $5,019-96.4% | $102+74.7% |