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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,733 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $12,062 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
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 | $65,077 | $99,957-34.9% | $149,745-56.5% | $73,497-11.5% |
| Participation rate | 75.0% | 75.7%-0.7pp | 82.5%-7.5pp | 70.7%+4.3pp |
| Annual return | 188.79% | 53.87%+134.9pp | 276.72%-87.9pp | 28.51%+160.3pp |
| Employer contribution / active EE | $2,474 | $3,191-22.5% | $4,646-46.8% | $2,270+9.0% |
| Participant deferral / active EE | $5,559 | $6,073-8.5% | $6,843-18.8% | $3,740+48.6% |
| Admin fee / account holder | $224 | $551-59.3% | $9,312-97.6% | $513-56.3% |