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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,064 |
Service code 27 · EIN 71-0927304 | Advisory (Plan) | $13,645 |
HORNOR TOWNSEND & KENT INC3+ years Service code 49 · EIN 23-1706189 | Other Services | $9,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $65,079 | $46,173+40.9% | $170,435-61.8% | $69,631-6.5% |
| Participation rate | 30.2% | 63.9%-33.7pp | 83.6%-53.4pp | 70.7%-40.5pp |
| Annual return | 12.62% | 21.62%-9.0pp | 205.94%-193.3pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $575 | $1,610-64.3% | $5,432-89.4% | $2,032-71.7% |
| Participant deferral / active EE | $1,173 | $2,080-43.6% | $4,939-76.2% | $3,224-63.6% |
| Admin fee / account holder | $286 | $116+146.8% | $13,881-97.9% | $110+159.1% |