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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR3+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 49 | Other Services | $113,881 |
Filed as: ALLIANCE PENSION CONSULTANTS LLC Service code 49 | Other Services | $5,664 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,267 |
Service code 49 · EIN 36-4389114 | Other Services | $0 |
WILLIAM BLAIR3+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 49 · EIN 36-2214610 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,441 | $53,925+2.8% | $75,501-26.6% | $69,631-20.4% |
| Participation rate | 38.5% | 71.2%-32.7pp | 72.4%-33.8pp | 70.7%-32.2pp |
| Annual return | 16.08% | 17.84%-1.8pp | 27.35%-11.3pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $275 | $1,802-84.7% | $2,352-88.3% | $2,032-86.5% |
| Participant deferral / active EE | $1,317 | $2,569-48.7% | $3,142-58.1% | $3,224-59.1% |
| Admin fee / account holder | $122 | $97+25.2% | $5,801-97.9% | $110+10.1% |