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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,931 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 27 · EIN 22-2232264 | Advisory (Plan) | $23,402 |
SIKICH LLP2 years Filed as: SIKICH, LLP Service code 10 · EIN 36-3168081 | Accounting | $10,017 |
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).
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 | $56,425 | $64,909-13.1% | $82,312-31.4% | $62,293-9.4% |
| Participation rate | 92.0% | 74.9%+17.1pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 18.04% | 21.18%-3.1pp | 25.88%-7.8pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,458 | $1,676-13.0% | $2,428-40.0% | $2,042-28.6% |
| Participant deferral / active EE | $4,851 | $3,103+56.3% | $3,706+30.9% | $3,169+53.1% |
| Admin fee / account holder | $343 | $440-22.0% | $5,608-93.9% | $479-28.4% |