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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $110,808 |
Filed as: LOCKTON INVESTMENT Service code 27 · EIN 20-8874282 | Advisory (Plan) | $54,388 |
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).
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 | $61,250 | $104,336-41.3% | $159,455-61.6% | $86,813-29.4% |
| Participation rate | 78.7% | 77.7%+1.0pp | 82.8%-4.1pp | 72.3%+6.4pp |
| Annual return | 17.56% | 26.32%-8.8pp | 263.63%-246.1pp | 97.93%-80.4pp |
| Employer contribution / active EE | $3,859 | $3,451+11.8% | $4,830-20.1% | $2,406+60.4% |
| Participant deferral / active EE | $8,690 | $6,837+27.1% | $7,353+18.2% | $4,131+110.3% |
| Admin fee / account holder | $349 | $172+102.9% | $10,800-96.8% | $170+106.0% |