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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $37,782 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 | Advisory (Plan) | $15,366 |
INTAC ACTUARIAL SERVICES1+ years Filed as: INTAC ACTUARIAL SERVICES INC. Service code 13 · EIN 22-2446239 | Contract Administrator | $13,570 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,553 | $88,324-62.0% | $115,038-70.8% | $55,191-39.2% |
| Participation rate | 25.8% | 72.5%-46.8pp | 81.4%-55.6pp | 69.2%-43.4pp |
| Annual return | 1.37% | 6.30%-4.9pp | 26.14%-24.8pp | 10.78%-9.4pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,277 | $5,042-74.7% | $6,026-78.8% | $3,046-58.1% |
| Admin fee / account holder | $337 | $105+220.1% | $8,175-95.9% | $91+271.6% |