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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT CENTERS OF AMERICA2+ years Service code 49 · EIN 45-0389744 | Other Services | $6,122 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,923 |
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).
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 | $22,160 | $46,732-52.6% | $156,551-85.8% | $55,167-59.8% |
| Participation rate | 55.9% | 65.8%-9.9pp | 84.0%-28.1pp | 69.0%-13.1pp |
| Annual return | 5.31% | 17.72%-12.4pp | 32.23%-26.9pp | 169.23%-163.9pp |
| Employer contribution / active EE | $785 | $2,105-62.7% | $5,501-85.7% | $1,963-60.0% |
| Participant deferral / active EE | $1,028 | $2,204-53.3% | $4,871-78.9% | $3,054-66.3% |
| Admin fee / account holder | $16 | $418-96.3% | $13,028-99.9% | $504-96.9% |