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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $282,371 |
NFP RETIREMENT INC1 year Service code 13 · EIN 33-0905143 | Contract Administrator | $30,000 |
BENNETT THRASHER LLP1 year Filed as: BENNETT THRASHER Service code 10 · EIN 58-1673613 | Accounting | $16,000 |
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).
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 | $40,055 | $88,874-54.9% | $123,553-67.6% | $75,289-46.8% |
| Participation rate | 63.8% | 75.9%-12.0pp | 82.3%-18.5pp | 72.4%-8.6pp |
| Annual return | -5.62% | 4.22%-9.8pp | 119.21%-124.8pp | -0.04%-5.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $4,628-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,224 | $6,174-64.0% | $6,426-65.4% | $3,739-40.5% |
| Admin fee / account holder | $78 | $95-17.1% | $9,284-99.2% | $102-23.4% |