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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,956 |
AON CONSULTING3 years Filed as: AON CONSULTING INC Service code 27 · EIN 22-2232264 | Advisory (Plan) | $26,717 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $10,452 |
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 | $44,082 | $59,186-25.5% | $76,768-42.6% | $56,287-21.7% |
| Participation rate | 87.1% | 75.2%+11.8pp | 77.0%+10.1pp | 69.9%+17.2pp |
| Annual return | 10.05% | 6.62%+3.4pp | 2.43%+7.6pp | -9.96%+20.0pp |
| Employer contribution / active EE | $1,332 | $1,759-24.3% | $2,485-46.4% | $2,111-36.9% |
| Participant deferral / active EE | $4,439 | $3,255+36.4% | $3,852+15.3% | $3,350+32.5% |
| Admin fee / account holder | $340 | $489-30.6% | $6,675-94.9% | $521-34.8% |