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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $128,323 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $20,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US,LLP Service code 10 · EIN 39-0859910 | Accounting | $8,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,344 | $88,770-21.9% | $109,143-36.5% | $93,030-25.5% |
| Participation rate | 48.8% | 81.5%-32.7pp | 75.9%-27.1pp | 73.9%-25.1pp |
| Annual return | 63.29% | 60.64%+2.7pp | 25.75%+37.5pp | 158.70%-95.4pp |
| Employer contribution / active EE | $802 | $3,780-78.8% | $3,722-78.5% | $2,706-70.4% |
| Participant deferral / active EE | $2,329 | $3,630-35.8% | $4,653-49.9% | $4,562-48.9% |
| Admin fee / account holder | $94 | $172-45.4% | $6,752-98.6% | $152-38.0% |