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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,409 |
HARVILL PENSION CONSULTANTS3 years Service code 27 · EIN 35-1071237 | Advisory (Plan) | $22,393 |
CROWE LLP1 year Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $6,745 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $4,472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,538 | $73,102+40.3% | $123,553-17.0% | $56,289+82.2% |
| Participation rate | 68.4% | 74.3%-5.9pp | 82.3%-13.9pp | 69.9%-1.4pp |
| Annual return | 3.59% | 3.01%+0.6pp | 119.21%-115.6pp | -9.96%+13.5pp |
| Employer contribution / active EE | $4,851 | $2,977+62.9% | $4,628+4.8% | $2,111+129.8% |
| Participant deferral / active EE | $6,409 | $5,423+18.2% | $6,426-0.3% | $3,350+91.3% |
| Admin fee / account holder | $391 | $554-29.4% | $9,284-95.8% | $521-24.9% |