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| Provider | Service type | Compensation |
|---|---|---|
MILLER RUSSELL ASSOCIATES1+ years Filed as: MILLER/RUSSELL ASSOC LLC Service code 27 · EIN 27-1529830 | Advisory (Plan) | $30,101 |
MILLER RUSSELL ASSOCIATES1+ years Filed as: MILLER RUSSELL & ASSOC Service code 27 · EIN 86-0679109 | Advisory (Plan) | $10,293 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,645 | $88,324-60.8% | $115,037-69.9% | $55,191-37.2% |
| Participation rate | 64.7% | 72.5%-7.8pp | 81.4%-16.7pp | 69.2%-4.5pp |
| Annual return | 1.66% | 6.30%-4.6pp | 26.14%-24.5pp | 10.78%-9.1pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,135 | $5,042-18.0% | $6,026-31.4% | $3,046+35.7% |
| Admin fee / account holder | $96 | $105-9.4% | $8,175-98.8% | $91+5.2% |