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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,988 |
HORNOR TOWNSEND & KENT INC2+ years Service code 49 · EIN 23-1706189 | Other Services | $14,825 |
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 | $58,287 | $36,916+57.9% | $156,551-62.8% | $57,658+1.1% |
| Participation rate | 28.8% | 63.4%-34.6pp | 84.0%-55.2pp | 70.2%-41.4pp |
| Annual return | 6.15% | 12.38%-6.2pp | 32.23%-26.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $474 | $1,571-69.8% | $5,501-91.4% | $1,974-76.0% |
| Participant deferral / active EE | $957 | $1,926-50.3% | $4,871-80.3% | $3,061-68.7% |
| Admin fee / account holder | $238 | $82+188.1% | $13,028-98.2% | $95+151.4% |