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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,428 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,978 |
COMSTOCK ADVISORS9+ years Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.); Direct ... | $10,185 |
CROWE LLP6 years Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $10,185 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,344 | $91,417+72.1% | $135,925+15.8% | $71,476+120.1% |
| Participation rate | 28.1% | 75.7%-47.6pp | 81.9%-53.9pp | 67.9%-39.9pp |
| Annual return | 23.76% | 29.90%-6.1pp | 68.25%-44.5pp | 28.85%-5.1pp |
| Employer contribution / active EE | $7,721 | $3,704+108.5% | $4,857+59.0% | $2,589+198.3% |
| Participant deferral / active EE | $7,146 | $7,093+0.8% | $7,759-7.9% | $4,290+66.6% |
| Admin fee / account holder | $421 | $1,266-66.7% | $10,764-96.1% | $1,587-73.5% |