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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,793 |
Filed as: ANCORA RETIREMENT PLAN ADVISORS INC Service code 27 · EIN 23-2697799 | Advisory (Plan) | $28,638 |
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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,203 | $160,040-26.1% | $147,096-19.6% | $145,877-19.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 13.49% | 98.49%-85.0pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $100,272 | $5,289+1795.7% | $4,936+1931.5% | $4,663+2050.4% |
| Participant deferral / active EE | $448,488 | $8,429+5220.9% | $8,071+5456.7% | $6,691+6603.3% |
| Admin fee / account holder | $919 | $15,050-93.9% | $13,005-92.9% | $13,402-93.1% |