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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,806 |
PARSONS CPA PLLC2 years Filed as: PARSONS CPA, PLLC Service code 10 · EIN 27-4214364 | Accounting | $5,200 |
SECURITIES AMERICA INC4+ years Filed as: SECURITIES AMERICA, INC. Service code 49 · EIN 11-2551174 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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.
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).
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 | $46,831 | $33,067+41.6% | $76,518-38.8% | $56,287-16.8% |
| Participation rate | 30.5% | 55.4%-24.9pp | 68.0%-37.5pp | 69.9%-39.3pp |
| Annual return | -4.31% | 2.72%-7.0pp | -0.27%-4.0pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,536 | $2,240+191.8% | $3,836+70.4% | $3,350+95.1% |
| Admin fee / account holder | $331 | $537-38.3% | $4,849-93.2% | $521-36.4% |