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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,909 |
SBSF4 years Service code 13 · EIN 27-3232902 | Contract Administrator | $47,038 |
ORENDA RETIREMENT, LLC4 years Service code 13 · EIN 36-4877979 | Contract Administrator | $10,954 |
PAPILLON PRINTING, LLC1 year Filed as: PAPILLON PRINTING LLC Service code 13 · EIN 81-5183995 | Contract Administrator | $5,240 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 | 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $104,972 | $185,342-43.4% | $111,306-5.7% | $86,821+20.9% |
| Participation rate | 42.2% | 81.0%-38.8pp | 77.3%-35.1pp | 72.3%-30.1pp |
| Annual return | 12.84% | 500.80%-488.0pp | 54.67%-41.8pp | 97.94%-85.1pp |
| Employer contribution / active EE | $834 | $2,246-62.9% | $2,732-69.5% | $2,406-65.3% |
| Participant deferral / active EE | $2,086 | $4,458-53.2% | $4,488-53.5% | $4,132-49.5% |
| Admin fee / account holder | $639 | $255+150.0% | $7,966-92.0% | $170+276.7% |