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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLC Service code 10 · EIN 38-1357951 | Accounting | $7,500 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,107 |
Filed as: BENCHMARK FINANCIAL LTD Service code 49 · EIN 38-2265280 | Other Services | $2,317 |
BOB CADWELL1 year Filed as: BOB MAXEY LINCOLN INC Service code 13 · EIN 38-1807015 | Contract Administrator | $1,443 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $62,113 | $42,546+46.0% | $71,796-13.5% | $55,167+12.6% |
| Participation rate | 51.9% | 59.1%-7.2pp | 69.1%-17.2pp | 69.0%-17.1pp |
| Annual return | 7.65% | 12.36%-4.7pp | 78.04%-70.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,671 | $2,064+29.4% | $2,794-4.4% | $3,054-12.5% |
| Admin fee / account holder | $30 | $650-95.3% | $4,815-99.4% | $504-94.0% |