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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,946 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $19,313 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,740 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,417 | $99,957-6.5% | $149,696-37.6% | $73,488+27.1% |
| Participation rate | 79.1% | 75.7%+3.4pp | 82.5%-3.3pp | 70.7%+8.5pp |
| Annual return | 13.14% | 53.87%-40.7pp | 276.60%-263.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $2,757 | $3,191-13.6% | $4,644-40.6% | $2,270+21.4% |
| Participant deferral / active EE | $6,356 | $6,073+4.7% | $6,842-7.1% | $3,740+70.0% |
| Admin fee / account holder | $357 | $551-35.2% | $9,309-96.2% | $513-30.4% |