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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,042 |
Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $24,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,908 | $56,503-68.3% | $69,890-74.4% | $64,824-72.4% |
| Participation rate | 42.2% | 70.5%-28.2pp | 70.5%-28.2pp | 71.5%-29.2pp |
| Annual return | 1.27% | -13.44%+14.7pp | 190.84%-189.6pp | 32.84%-31.6pp |
| Employer contribution / active EE | $1,397 | $2,046-31.7% | $2,560-45.4% | $2,507-44.3% |
| Participant deferral / active EE | $2,426 | $3,389-28.4% | $3,848-37.0% | $4,311-43.7% |
| Admin fee / account holder | $163 | $160+1.5% | $6,267-97.4% | $188-13.3% |