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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,521 |
AON CONSULTING1 year Filed as: AON CONSULTING INC Service code 27 · EIN 22-2232264 | Advisory (Plan) | $20,500 |
SIKICH LLP1 year Filed as: SIKICH, LLP Service code 10 · EIN 36-3168081 | Accounting | $13,035 |
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).
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 | $47,256 | $60,165-21.5% | $74,184-36.3% | $55,167-14.3% |
| Participation rate | 90.4% | 74.2%+16.3pp | 76.6%+13.8pp | 69.0%+21.5pp |
| Annual return | 5.42% | 10.00%-4.6pp | 17.74%-12.3pp | 169.23%-163.8pp |
| Employer contribution / active EE | $1,285 | $1,600-19.7% | $2,370-45.8% | $1,963-34.5% |
| Participant deferral / active EE | $4,504 | $2,973+51.5% | $3,550+26.9% | $3,054+47.5% |
| Admin fee / account holder | $355 | $419-15.4% | $5,586-93.6% | $504-29.6% |