Filed March 28, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,816 |
PRIME BENEFITS, INC.4 years Filed as: PRIME BENEFITS INC. Service code 13 · EIN 52-2204662 | Contract Administrator | $47,336 |
FIDUCIARY PLAN CONSULTANTS LLC2 years Filed as: FIDUCIARY PLAN CONSULTANTS, LLC Service code 27 · EIN 47-1186155 | Advisory (Plan) | $13,352 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,648 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $380 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,519 | $74,706+86.8% | $75,696+84.3% | $79,386+75.7% |
| Participation rate | 88.5% | 75.3%+13.1pp | 74.8%+13.6pp | 70.7%+17.8pp |
| Annual return | 13.56% | 18.52%-5.0pp | 104.53%-91.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $3,793 | $2,590+46.4% | $2,743+38.3% | $2,427+56.2% |
| Participant deferral / active EE | $6,889 | $3,533+95.0% | $3,821+80.3% | $4,046+70.3% |
| Admin fee / account holder | $318 | $374-15.0% | $3,619-91.2% | $626-49.2% |