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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,198 |
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 | $24,269 | $52,467-53.7% | $57,196-57.6% | $55,167-56.0% |
| Participation rate | 44.7% | 75.8%-31.1pp | 75.3%-30.6pp | 69.0%-24.3pp |
| Annual return | 12.30% | 7.72%+4.6pp | 14.59%-2.3pp | 169.23%-156.9pp |
| Employer contribution / active EE | $1,113 | $2,477-55.1% | $2,683-58.5% | $1,963-43.3% |
| Participant deferral / active EE | $1,579 | $2,830-44.2% | $3,096-49.0% | $3,054-48.3% |
| Admin fee / account holder | $19 | $269-93.0% | $3,141-99.4% | $504-96.3% |