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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,506 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,387 |
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 | $31,190 | $66,124-52.8% | $90,430-65.5% | $73,493-57.6% |
| Participation rate | 87.5% | 69.7%+17.8pp | 72.7%+14.8pp | 70.7%+16.8pp |
| Annual return | 13.00% | 17.65%-4.6pp | 1293.73%-1280.7pp | 28.51%-15.5pp |
| Employer contribution / active EE | $2,087 | $2,346-11.0% | $3,262-36.0% | $2,270-8.1% |
| Participant deferral / active EE | $3,240 | $3,039+6.6% | $3,963-18.2% | $3,740-13.4% |
| Admin fee / account holder | $188 | $396-52.7% | $5,613-96.7% | $513-63.4% |