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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,235 |
FINANCIAL MANAGEMENT NETWORK5+ years Filed as: FINANCIAL MANAGEMENT NETWORK INC Service code 27 · EIN 33-0490707 | Advisory (Plan) | $9,584 |
ACTUARIAL BENEFITS CORP5+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428 | Other Services | $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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,624 | $59,402-31.6% | $93,654-56.6% | $74,546-45.5% |
| Participation rate | 57.9% | 59.7%-1.7pp | 68.7%-10.8pp | 67.2%-9.3pp |
| Annual return | 9.16% | 81.86%-72.7pp | 133.34%-124.2pp | 1366.03%-1356.9pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,880 | $3,049-5.5% | $4,413-34.7% | $4,347-33.7% |
| Admin fee / account holder | $236 | $3,023-92.2% | $8,282-97.2% | $1,944-87.9% |