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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,207 |
PERFORMANCE WEALTH2 years Service code 27 · EIN 86-1241865 | Advisory (Plan) | $22,954 |
Filed as: ALLIANCE PENSION CONSULTANTS LLC Service code 49 | Other Services | $5,339 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,156 | $56,503+18.9% | $70,092-4.2% | $64,808+3.6% |
| Participation rate | 43.4% | 70.5%-27.0pp | 70.5%-27.1pp | 71.5%-28.0pp |
| Annual return | -20.20% | -13.44%-6.8pp | 190.73%-210.9pp | 32.82%-53.0pp |
| Employer contribution / active EE | $664 | $2,046-67.6% | $2,559-74.1% | $2,506-73.5% |
| Participant deferral / active EE | $1,634 | $3,389-51.8% | $3,849-57.5% | $4,310-62.1% |
| Admin fee / account holder | $460 | $160+187.0% | $6,267-92.7% | $188+145.0% |