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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,992 |
HARVILL PENSION CONSULTANTS2 years Service code 27 · EIN 35-1071237 | Advisory (Plan) | $30,428 |
CROWE LLP3+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $14,644 |
COMSTOCK ADVISORS3+ years Service code 34 · EIN 34-1823071 | Direct payment from the plan; Valuati... | $6,957 |
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).
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 | $94,352 | $80,753+16.8% | $136,298-30.8% | $62,293+51.5% |
| Participation rate | 76.8% | 73.5%+3.2pp | 81.9%-5.1pp | 69.5%+7.3pp |
| Annual return | 11.79% | 35.83%-24.0pp | 5156.27%-5144.5pp | 28.90%-17.1pp |
| Employer contribution / active EE | $5,704 | $2,884+97.8% | $4,696+21.5% | $2,042+179.3% |
| Participant deferral / active EE | $5,880 | $5,164+13.9% | $6,247-5.9% | $3,169+85.5% |
| Admin fee / account holder | $436 | $525-16.9% | $9,244-95.3% | $479-8.9% |