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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $23,383 |
MOSS ADAMS LLP1+ years Filed as: MOSS-ADAMS LLP Service code 10 · EIN 91-0189318 | Accounting | $13,385 |
AKT LLP1+ years Filed as: AKT Service code 10 · EIN 93-0623286 | Accounting | $13,250 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $3,133 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253756 | Direct payment from the plan; Recordk... | $1,035 |
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.
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 | $81,478 | $50,464+61.5% | $75,784+7.5% | $52,331+55.7% |
| Participation rate | 39.2% | 66.8%-27.5pp | 75.8%-36.6pp | 68.1%-28.9pp |
| Annual return | 0.92% | 1.03%-0.1pp | 9.68%-8.8pp | 4.54%-3.6pp |
| Employer contribution / active EE | $325 | $1,988-83.7% | $3,323-90.2% | $1,882-82.7% |
| Participant deferral / active EE | $1,524 | $2,570-40.7% | $3,652-58.3% | $3,022-49.6% |
| Admin fee / account holder | $691 | $1,103-37.4% | $5,300-87.0% | $592+16.8% |