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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,363 |
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $5,165 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $5,119 |
MCCURRY, RONALD E.1 year Service code 49 425 G ST STE 405 · ANCHORAGE, AK 995012143 | Other Services | $2,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $94,108 | $99,345-5.3% | $84,753+11.0% | $273,972-65.7% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 5.28% | 22.93%-17.6pp | 22.78%-17.5pp | 41.46%-36.2pp |
| Employer contribution / active EE | $139,155 | $4,214+3202.2% | $3,574+3793.1% | $4,869+2758.1% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $305 | $6,645-95.4% | $5,333-94.3% | $10,133-97.0% |