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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,880 |
Service code 49 · EIN 74-2794194 | Other Services | $16,949 |
Service code 49 · EIN 95-3845382 | Other Services | $16,676 |
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFITS UNLIMITED INC Service code 49 · EIN 33-0499726 | Other Services | $4,593 |
NFP RETIREMENT INC1 year Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $3,024 |
Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $2,497 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,102 | $81,537-65.5% | $149,721-81.2% | $69,631-59.6% |
| Participation rate | 76.8% | 86.1%-9.3pp | 87.1%-10.3pp | 70.7%+6.1pp |
| Annual return | 25.99% | 22.79%+3.2pp | 1501.67%-1475.7pp | 27571.02%-27545.0pp |
| Employer contribution / active EE | $3,496 | $3,239+7.9% | $5,444-35.8% | $2,032+72.0% |
| Participant deferral / active EE | $6,236 | $4,994+24.9% | $6,568-5.1% | $3,224+93.4% |
| Admin fee / account holder | $59 | $107-44.5% | $11,282-99.5% | $110-46.3% |