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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 51-6041053 | Other Services | $6,351 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,126 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,081 | $50,637-46.5% | $86,582-68.7% | $62,293-56.5% |
| Participation rate | 83.4% | 67.9%+15.6pp | 73.5%+9.9pp | 69.5%+13.9pp |
| Annual return | 13.37% | 20.80%-7.4pp | 965.08%-951.7pp | 28.90%-15.5pp |
| Employer contribution / active EE | $386 | $2,075-81.4% | $2,839-86.4% | $2,042-81.1% |
| Participant deferral / active EE | $2,117 | $2,611-18.9% | $3,609-41.3% | $3,169-33.2% |
| Admin fee / account holder | $8 | $413-98.1% | $4,904-99.8% | $479-98.4% |