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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $41,600 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,055 |
Filed as: ALLIANT INSURANCE SERVICES, INC Service code 13 | Contract Administrator | $8,171 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 · EIN 33-0785439 | Contract Administrator | $8,171 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,671 | $84,487-45.9% | $125,339-63.6% | $66,914-31.7% |
| Participation rate | 90.7% | 76.4%+14.3pp | 82.4%+8.3pp | 69.8%+20.9pp |
| Annual return | -10.04% | -8.39%-1.6pp | 572.05%-582.1pp | 1.58%-11.6pp |
| Employer contribution / active EE | $4,349 | $3,553+22.4% | $4,814-9.7% | $2,544+70.9% |
| Participant deferral / active EE | $8,169 | $6,781+20.5% | $7,446+9.7% | $4,237+92.8% |
| Admin fee / account holder | $356 | $685-48.0% | $10,010-96.4% | $593-40.0% |