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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,326 | $54,320-47.9% | $67,652-58.1% | $52,331-45.9% |
| Participation rate | 38.5% | 73.6%-35.1pp | 75.7%-37.2pp | 68.1%-29.6pp |
| Annual return | 1.91% | 6.81%-4.9pp | 6625.40%-6623.5pp | 4.54%-2.6pp |
| Employer contribution / active EE | $649 | $1,544-58.0% | $2,266-71.4% | $1,882-65.5% |
| Participant deferral / active EE | $1,666 | $2,950-43.5% | $3,560-53.2% | $3,022-44.9% |
| Admin fee / account holder | $83 | $527-84.2% | $4,821-98.3% | $592-85.9% |