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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,541 |
CADARET GRANT & CO INC5+ years Filed as: CADARET GRANT AGENCY INC Service code 49 · EIN 16-1305463 | Other Services | $5,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,530 | $62,928-75.3% | $172,752-91.0% | $67,579-77.0% |
| Participation rate | 64.6% | 64.5%+0.1pp | 82.6%-18.0pp | 71.3%-6.7pp |
| Annual return | 23.76% | 30.36%-6.6pp | 802.97%-779.2pp | 378.56%-354.8pp |
| Employer contribution / active EE | $193 | $1,636-88.2% | $5,144-96.2% | $2,148-91.0% |
| Participant deferral / active EE | $1,075 | $2,145-49.9% | $5,198-79.3% | $3,539-69.6% |
| Admin fee / account holder | $66 | $167-60.4% | $13,955-99.5% | $142-53.6% |