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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,622 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,345 | $332,085-85.4% | $149,717-67.7% | - |
| Participation rate | 91.9% | 60.9%+31.0pp | 78.8%+13.1pp | - |
| Annual return | 11.90% | 51.04%-39.1pp | 134.41%-122.5pp | - |
| Employer contribution / active EE | $6,018 | $2,795+115.3% | $4,820+24.9% | - |
| Participant deferral / active EE | $1,882 | $2,947-36.1% | $5,682-66.9% | - |
| Admin fee / account holder | $26 | $47,995-99.9% | $13,213-99.8% | - |