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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,906 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $13,871 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $6,391 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,331 |
Service code 13 | Contract Administrator | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,204 | $58,879-55.5% | $178,490-85.3% | $73,488-64.3% |
| Participation rate | 28.3% | 66.2%-37.9pp | 81.9%-53.6pp | 70.7%-42.4pp |
| Annual return | 14.96% | 24.86%-9.9pp | 151.07%-136.1pp | 28.51%-13.6pp |
| Employer contribution / active EE | $470 | $2,236-79.0% | $5,011-90.6% | $2,270-79.3% |
| Participant deferral / active EE | $1,183 | $2,567-53.9% | $5,202-77.3% | $3,740-68.4% |
| Admin fee / account holder | $395 | $400-1.4% | $13,984-97.2% | $513-23.1% |