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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,901 | $45,324+25.5% | $122,354-53.5% | $69,631-18.3% |
| Participation rate | 55.1% | 59.9%-4.9pp | 71.6%-16.6pp | 70.7%-15.6pp |
| Annual return | 15.17% | 25.35%-10.2pp | 30.28%-15.1pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $1,035 | $1,230-15.9% | $4,051-74.5% | $2,032-49.1% |
| Participant deferral / active EE | $2,180 | $2,367-7.9% | $3,287-33.7% | $3,224-32.4% |
| Admin fee / account holder | $19 | $87-78.2% | $5,479-99.7% | $110-82.8% |