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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,138 |
Filed as: MERRYLL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $51,950 |
CROSSPLANS1+ years Service code 13 · EIN 20-4536537 23041 AVENIDA DE LA CARTA · LAGUNA HILLS, CA 92653 | Contract Administrator | $12,119 |
BRONTIDE LLC1+ years Service code 10 · EIN 47-2943723 | Accounting | $6,776 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,344 | $100,801-16.3% | $149,730-43.7% | $73,412+14.9% |
| Participation rate | 81.4% | 77.7%+3.7pp | 82.5%-1.1pp | 72.2%+9.2pp |
| Annual return | 33.47% | 265.34%-231.9pp | 276.70%-243.2pp | 59.30%-25.8pp |
| Employer contribution / active EE | $5,656 | $3,312+70.8% | $4,645+21.8% | $2,234+153.2% |
| Participant deferral / active EE | $9,205 | $6,404+43.7% | $6,843+34.5% | $3,806+141.9% |
| Admin fee / account holder | $317 | $181+75.4% | $9,310-96.6% | $158+100.8% |