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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $78,976 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,611 | $93,182+40.2% | $146,647-10.9% | $79,389+64.5% |
| Participation rate | 67.8% | 76.4%-8.6pp | 80.1%-12.3pp | 70.7%-2.9pp |
| Annual return | 15.78% | 21.61%-5.8pp | 22.75%-7.0pp | 116.89%-101.1pp |
| Employer contribution / active EE | $1,445 | $2,420-40.3% | $4,137-65.1% | $2,428-40.5% |
| Participant deferral / active EE | $5,233 | $4,169+25.5% | $5,506-5.0% | $4,046+29.3% |
| Admin fee / account holder | $819 | $585+40.0% | $10,281-92.0% | $626+30.8% |