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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,325 |
AGGREGATED RETIREMENT1 year Service code 10 · EIN 47-1910719 | Accounting | $37,419 |
AGGREGATE RETIREMENT SERVICES2+ years Filed as: AGGREGATED RETIREMENT SE Service code 10 | Accounting | $36,447 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,901 | $78,428-81.0% | $95,960-84.5% | $79,852-81.3% |
| Participation rate | 20.0% | 73.5%-53.5pp | 77.1%-57.1pp | 69.6%-49.6pp |
| Annual return | -104.48% | 19.37%-123.9pp | 91.63%-196.1pp | 31.72%-136.2pp |
| Employer contribution / active EE | $16,298 | $1,945+737.8% | $2,541+541.3% | $2,471+559.5% |
| Participant deferral / active EE | $37,729 | $3,440+996.8% | $4,167+805.5% | $3,740+908.7% |
| Admin fee / account holder | $5,319 | $5,622-5.4% | $6,797-21.7% | $5,306+0.2% |