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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $6,555 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,179 | $44,473-52.4% | $76,518-72.3% | $55,725-62.0% |
| Participation rate | 65.8% | 51.0%+14.8pp | 68.0%-2.2pp | 70.9%-5.0pp |
| Annual return | -4.99% | -2.01%-3.0pp | -0.27%-4.7pp | 244.93%-249.9pp |
| Employer contribution / active EE | $712 | $1,101-35.3% | $2,647-73.1% | $2,078-65.7% |
| Participant deferral / active EE | $1,839 | $1,988-7.5% | $3,836-52.1% | $3,356-45.2% |
| Admin fee / account holder | $17 | $134-87.7% | $4,849-99.7% | $115-85.7% |