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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 49 · EIN 36-2214610 | Other Services | $25,904 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 49 | Other Services | $17,472 |
Filed as: ALLIANCE PENSION CONSULTANTS LLC Service code 49 | Other Services | $4,888 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,003 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,480 | $50,106-7.2% | $69,779-33.4% | $57,658-19.4% |
| Participation rate | 29.1% | 70.9%-41.8pp | 71.8%-42.7pp | 70.2%-41.1pp |
| Annual return | 7.06% | 14.58%-7.5pp | 12.99%-5.9pp | 5.13%+1.9pp |
| Employer contribution / active EE | $165 | $1,739-90.5% | $2,338-92.9% | $1,974-91.6% |
| Participant deferral / active EE | $828 | $2,486-66.7% | $2,931-71.8% | $3,061-73.0% |
| Admin fee / account holder | $98 | $89+9.7% | $4,381-97.8% | $95+3.5% |