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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,518 |
MARINER LLC5+ years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $35,792 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,762 | $62,928-19.3% | $172,753-70.6% | $67,582-24.9% |
| Participation rate | 34.2% | 64.5%-30.3pp | 82.6%-48.4pp | 71.3%-37.1pp |
| Annual return | 17.58% | 30.36%-12.8pp | 803.00%-785.4pp | 378.57%-361.0pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,569 | $2,145-26.8% | $5,198-69.8% | $3,539-55.7% |
| Admin fee / account holder | $346 | $167+107.8% | $13,956-97.5% | $142+143.4% |