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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,815 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $13,519 |
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.
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 | $94,042 | $185,883-49.4% | $170,043-44.7% | $139,466-32.6% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | -64.72% | 60.54%-125.3pp | 53.40%-118.1pp | 373.66%-438.4pp |
| Employer contribution / active EE | $6,116 | $7,596-19.5% | $6,790-9.9% | $4,754+28.6% |
| Participant deferral / active EE | $24,419 | $11,626+110.0% | $10,410+134.6% | $6,712+263.8% |
| Admin fee / account holder | $582 | $15,393-96.2% | $12,824-95.5% | $11,409-94.9% |