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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $182,446 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $20,000 |
SUTTON FROST CARY LLP2 years Service code 10 · EIN 75-2593210 | Accounting | $17,394 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,261 | $88,479-18.3% | $96,538-25.1% | $80,169-9.9% |
| Participation rate | 42.9% | 79.9%-37.0pp | 74.3%-31.5pp | 72.9%-30.1pp |
| Annual return | 25.26% | 22.53%+2.7pp | 35.74%-10.5pp | 40.39%-15.1pp |
| Employer contribution / active EE | $1,015 | $4,177-75.7% | $3,740-72.9% | $2,978-65.9% |
| Participant deferral / active EE | $3,057 | $3,961-22.8% | $4,880-37.4% | $5,016-39.1% |
| Admin fee / account holder | $109 | $211-48.4% | $6,737-98.4% | $145-24.7% |