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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,197 |
Filed as: AXA NETWORK, LLC Service code 49 | Other Services | $9,926 |
MANNA DEVELOPMENT GROUP1 year Service code 14 · EIN 68-0559765 | Plan Administrator | $6,000 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,867 | $26,479-74.1% | $74,722-90.8% | $77,775-91.2% |
| Participation rate | 36.5% | 37.6%-1.1pp | 54.5%-17.9pp | 73.2%-36.7pp |
| Annual return | 24.30% | 38.31%-14.0pp | 753.11%-728.8pp | 32.58%-8.3pp |
| Employer contribution / active EE | $179 | $440-59.2% | $1,084-83.4% | $2,504-92.8% |
| Participant deferral / active EE | $356 | $1,074-66.8% | $1,963-81.9% | $3,966-91.0% |
| Admin fee / account holder | $89 | $119-25.4% | $3,335-97.3% | $100-11.3% |