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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 95-3845382 | Other Services | $3,364 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,751 |
Annual investment return 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).
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 | $28,916 | $60,128-51.9% | $90,440-68.0% | $79,852-63.8% |
| Participation rate | 95.3% | 65.0%+30.4pp | 72.7%+22.7pp | 69.6%+25.7pp |
| Annual return | 7.07% | 71.95%-64.9pp | 1294.38%-1287.3pp | 31.72%-24.6pp |
| Employer contribution / active EE | $772 | $2,068-62.7% | $3,263-76.4% | $2,471-68.8% |
| Participant deferral / active EE | $2,159 | $2,939-26.5% | $3,964-45.5% | $3,740-42.3% |
| Admin fee / account holder | $21 | $3,977-99.5% | $5,615-99.6% | $5,306-99.6% |