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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,764 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $26,019 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $9,450 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,662 | $41,467+27.0% | $67,313-21.8% | $55,725-5.5% |
| Participation rate | 61.8% | 62.5%-0.7pp | 69.1%-7.3pp | 70.9%-9.1pp |
| Annual return | -4.33% | 0.82%-5.1pp | -4.08%-0.2pp | 244.93%-249.3pp |
| Employer contribution / active EE | $793 | $1,316-39.7% | $2,566-69.1% | $2,078-61.8% |
| Participant deferral / active EE | $2,659 | $2,399+10.8% | $3,568-25.5% | $3,356-20.8% |
| Admin fee / account holder | $315 | $102+209.0% | $4,507-93.0% | $115+173.8% |