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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 51-6041053 | Other Services | $7,397 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,156 |
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 | $27,573 | $44,873-38.6% | $79,467-65.3% | $56,289-51.0% |
| Participation rate | 81.8% | 68.7%+13.0pp | 73.3%+8.4pp | 69.9%+11.9pp |
| Annual return | -3.77% | 0.81%-4.6pp | 718.30%-722.1pp | -9.96%+6.2pp |
| Employer contribution / active EE | $420 | $2,140-80.4% | $2,800-85.0% | $2,111-80.1% |
| Participant deferral / active EE | $2,443 | $2,746-11.0% | $3,704-34.1% | $3,350-27.1% |
| Admin fee / account holder | $16 | $418-96.3% | $5,104-99.7% | $521-97.0% |