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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,829 |
PERFORMANCE WEALTH3 years Service code 27 · EIN 86-1241865 | Advisory (Plan) | $21,474 |
Filed as: ALLIANCE PENSION CONSULTANTS LLC Service code 49 | Other Services | $5,141 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,476 | $69,823+22.4% | $76,872+11.2% | $74,460+14.8% |
| Participation rate | 37.8% | 70.0%-32.2pp | 69.6%-31.8pp | 70.7%-33.0pp |
| Annual return | 20.43% | 19.99%+0.4pp | 37.90%-17.5pp | 34.38%-13.9pp |
| Employer contribution / active EE | $581 | $2,148-72.9% | $2,533-77.0% | $2,638-78.0% |
| Participant deferral / active EE | $1,446 | $3,558-59.4% | $3,832-62.3% | $4,530-68.1% |
| Admin fee / account holder | $463 | $398+16.5% | $5,476-91.5% | $348+33.3% |