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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,465 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $62,733 |
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).
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 | $184,486 | $64,909+184.2% | $82,312+124.1% | $62,293+196.2% |
| Participation rate | 85.5% | 74.9%+10.6pp | 76.9%+8.6pp | 69.5%+16.0pp |
| Annual return | 16.68% | 21.18%-4.5pp | 25.88%-9.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $2,240 | $1,676+33.7% | $2,428-7.8% | $2,042+9.7% |
| Participant deferral / active EE | $7,034 | $3,103+126.7% | $3,706+89.8% | $3,169+122.0% |
| Admin fee / account holder | $718 | $440+63.4% | $5,608-87.2% | $479+49.9% |