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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $350,953 |
ASCENSUS LLC1 year Filed as: CAPFINANCIAL PRTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $91,932 |
KATZ, SAPPER & MILLER3 years Filed as: KATZ SAPPER & MILLER Service code 10 · EIN 35-1090346 | Accounting | $64,850 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,690 | $93,223-2.7% | $134,143-32.4% | $93,223-2.7% |
| Participation rate | 56.9% | 74.9%-18.0pp | 72.2%-15.2pp | 74.9%-18.0pp |
| Annual return | 13.08% | 19.29%-6.2pp | 36.33%-23.3pp | 19.29%-6.2pp |
| Employer contribution / active EE | $71 | $2,680-97.3% | $3,704-98.1% | $2,680-97.3% |
| Participant deferral / active EE | $2,449 | $4,563-46.3% | $3,499-30.0% | $4,563-46.3% |
| Admin fee / account holder | $102 | $79+28.6% | $6,684-98.5% | $79+28.6% |