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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,281 |
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 27 · EIN 36-2214610 | Advisory (Plan) | $33,075 |
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 27 | Advisory (Plan) | $18,125 |
Filed as: ALLIANCE PENSION CONSULTANTS LLC Service code 49 | Other Services | $6,203 |
Service code 49 · EIN 36-4389114 | 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.
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).
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 | $45,224 | $48,261-6.3% | $68,612-34.1% | $55,725-18.8% |
| Participation rate | 41.8% | 71.0%-29.3pp | 72.2%-30.5pp | 70.9%-29.1pp |
| Annual return | -2.06% | -2.61%+0.5pp | -4.63%+2.6pp | 244.93%-247.0pp |
| Employer contribution / active EE | $315 | $1,742-81.9% | $2,625-88.0% | $2,078-84.8% |
| Participant deferral / active EE | $1,584 | $2,712-41.6% | $3,311-52.2% | $3,356-52.8% |
| Admin fee / account holder | $345 | $126+173.3% | $5,131-93.3% | $115+199.4% |