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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $176,601 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 49 · EIN 33-0785439 | Other Services | $20,000 |
SUTTON FROST CARY LLP3 years Service code 10 · EIN 75-2593210 | Accounting | $5,105 |
MORNINGSTAR2 years 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.
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 | $72,300 | $241,101-70.0% | $103,333-30.0% | $199,593-63.8% |
| Participation rate | 48.2% | 78.3%-30.1pp | 74.5%-26.4pp | 72.0%-23.8pp |
| Annual return | 13.34% | 17.80%-4.5pp | 24.88%-11.5pp | 34.25%-20.9pp |
| Employer contribution / active EE | $1,190 | $4,244-72.0% | $3,868-69.2% | $3,034-60.8% |
| Participant deferral / active EE | $3,553 | $3,958-10.2% | $5,057-29.7% | $5,087-30.2% |
| Admin fee / account holder | $115 | $288-60.1% | $8,355-98.6% | $269-57.3% |