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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER RUSSEL & ASSC Service code 27 · EIN 27-1529830 | Advisory (Plan) | $41,866 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,653 |
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 | $39,759 | $80,177-50.4% | $123,894-67.9% | $57,658-31.0% |
| Participation rate | 65.1% | 74.4%-9.4pp | 81.4%-16.4pp | 70.2%-5.2pp |
| Annual return | 14.65% | 17.90%-3.2pp | 47.52%-32.9pp | 5.13%+9.5pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,317 | $5,130-15.9% | $5,984-27.9% | $3,061+41.0% |
| Admin fee / account holder | $95 | $106-10.6% | $8,357-98.9% | $95+0.5% |