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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,890 |
PERFORMANCE WEALTH4 years Service code 27 · EIN 86-1241865 | Advisory (Plan) | $59,433 |
ALLIANCE PENSION CONSULTANTS, LLC10+ years Filed as: ALLIANCE PENSION CONSULTANTS LLC Service code 49 | Other Services | $5,991 |
ALLIANCE PENSION CONSULTANTS, LLC10+ years Service code 49 · EIN 36-4389114 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,167 | $66,486+17.6% | $81,370-3.9% | $77,762+0.5% |
| Participation rate | 35.5% | 68.7%-33.2pp | 69.5%-34.0pp | 70.6%-35.1pp |
| Annual return | 17.03% | 15.95%+1.1pp | 24.85%-7.8pp | 31.27%-14.2pp |
| Employer contribution / active EE | $555 | $2,158-74.3% | $2,464-77.5% | $2,728-79.6% |
| Participant deferral / active EE | $1,404 | $3,677-61.8% | $3,885-63.9% | $4,651-69.8% |
| Admin fee / account holder | $589 | $586+0.6% | $5,749-89.8% | $433+36.1% |