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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,714 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $35,340 |
NWRPC LLC2+ years Service code 13 · EIN 88-2334307 | Contract Administrator | $14,404 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,755 | $95,417-74.1% | $135,974-81.8% | $74,460-66.8% |
| Participation rate | 68.1% | 78.2%-10.1pp | 81.9%-13.8pp | 70.7%-2.7pp |
| Annual return | 19.76% | 32.76%-13.0pp | 68.30%-48.5pp | 34.38%-14.6pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $4,241 | $7,789-45.6% | $7,760-45.4% | $4,530-6.4% |
| Admin fee / account holder | $224 | $266-15.9% | $10,767-97.9% | $348-35.6% |