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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $163,868 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 17 · EIN 13-5674085 | Pension Consulting | $144,394 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,581 | $66,457+49.8% | $81,382+22.4% | $77,643+28.3% |
| Participation rate | 95.2% | 68.7%+26.5pp | 69.5%+25.7pp | 70.6%+24.6pp |
| Annual return | 1.92% | 15.93%-14.0pp | 24.73%-22.8pp | 31.24%-29.3pp |
| Employer contribution / active EE | $6,791 | $2,159+214.5% | $2,463+175.7% | $2,726+149.1% |
| Participant deferral / active EE | $8,968 | $3,679+143.7% | $3,883+130.9% | $4,647+93.0% |
| Admin fee / account holder | $414 | $583-29.0% | $5,768-92.8% | $430-3.9% |