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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,332 |
HORNOR TOWNSEND & KENT INC1+ years Service code 49 · EIN 23-1706189 | Other Services | $15,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,636 | $37,117+58.0% | $147,618-60.3% | $55,191+6.2% |
| Participation rate | 25.0% | 63.6%-38.6pp | 84.6%-59.6pp | 69.2%-44.2pp |
| Annual return | -0.30% | 3.44%-3.7pp | 61.98%-62.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $440 | $1,620-72.8% | $5,565-92.1% | $1,899-76.8% |
| Participant deferral / active EE | $897 | $1,985-54.8% | $4,895-81.7% | $3,046-70.6% |
| Admin fee / account holder | $256 | $86+199.2% | $11,612-97.8% | $91+182.0% |