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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 | $59,467-31.7% | $93,727-56.7% | $74,478-45.5% |
| Participation rate | 57.9% | 59.6%-1.7pp | 68.7%-10.8pp | 67.2%-9.3pp |
| Annual return | 9.16% | 82.14%-73.0pp | 133.83%-124.7pp | 1370.56%-1361.4pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,880 | $3,052-5.6% | $4,417-34.8% | $4,350-33.8% |
| Admin fee / account holder | $236 | $3,028-92.2% | $8,292-97.2% | $1,946-87.9% |