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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $42,406 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,103 |
Filed as: ALLIANT INSURANCE SERVICES, INC Service code 13 | Contract Administrator | $8,213 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 · EIN 33-0785439 | Contract Administrator | $8,213 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,734 | $91,439-34.7% | $135,974-56.1% | $71,511-16.5% |
| Participation rate | 86.0% | 75.7%+10.4pp | 81.9%+4.1pp | 67.9%+18.1pp |
| Annual return | 15.84% | 29.90%-14.1pp | 68.30%-52.5pp | 28.86%-13.0pp |
| Employer contribution / active EE | $3,075 | $3,705-17.0% | $4,859-36.7% | $2,589+18.8% |
| Participant deferral / active EE | $8,673 | $7,093+22.3% | $7,760+11.8% | $4,291+102.1% |
| Admin fee / account holder | $381 | $1,267-69.9% | $10,767-96.5% | $1,588-76.0% |