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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,596 |
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 | $21,652 | $52,961-59.1% | $172,755-87.5% | $65,185-66.8% |
| Participation rate | 63.9% | 66.2%-2.3pp | 82.6%-18.8pp | 70.2%-6.3pp |
| Annual return | 15.89% | 30.12%-14.2pp | 802.94%-787.1pp | 29.38%-13.5pp |
| Employer contribution / active EE | $459 | $2,190-79.0% | $5,144-91.1% | $2,177-78.9% |
| Participant deferral / active EE | $925 | $2,471-62.6% | $5,198-82.2% | $3,514-73.7% |
| Admin fee / account holder | $49 | $472-89.7% | $13,955-99.7% | $847-94.3% |