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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $214,691 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. (G Service code 16 · EIN 13-3727333 | Consulting | $30,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,426 | $39,973+6.1% | $79,550-46.7% | $77,904-45.5% |
| Participation rate | 44.9% | 64.6%-19.7pp | 69.5%-24.6pp | 73.7%-28.8pp |
| Annual return | -16.58% | 3.42%-20.0pp | 0.16%-16.7pp | 12.21%-28.8pp |
| Employer contribution / active EE | $265 | $1,088-75.6% | $2,413-89.0% | $2,848-90.7% |
| Participant deferral / active EE | $1,058 | $2,774-61.9% | $3,985-73.5% | $4,806-78.0% |
| Admin fee / account holder | $197 | $113+74.6% | $6,832-97.1% | $133+48.7% |