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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,089 |
Service code 27 · EIN 47-3030907 | Advisory (Plan) | $34,235 |
BURLEIGH CONSULTING GROUP3 years Service code 13 · EIN 62-0842964 | Contract Administrator | $10,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,574 | $111,608-54.7% | $177,848-71.6% | $73,412-31.1% |
| Participation rate | 54.1% | 87.9%-33.8pp | 87.7%-33.7pp | 72.2%-18.1pp |
| Annual return | 19.43% | 18.23%+1.2pp | 48.33%-28.9pp | 59.30%-39.9pp |
| Employer contribution / active EE | $1,150 | $3,796-69.7% | $5,919-80.6% | $2,234-48.5% |
| Participant deferral / active EE | $4,382 | $6,199-29.3% | $7,714-43.2% | $3,806+15.1% |
| Admin fee / account holder | $437 | $166+164.0% | $12,431-96.5% | $158+176.8% |