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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,981 |
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 | $30,397 | $46,297-34.3% | $71,671-57.6% | $62,293-51.2% |
| Participation rate | 37.1% | 60.6%-23.5pp | 68.7%-31.6pp | 69.5%-32.4pp |
| Annual return | 19.57% | 22.32%-2.8pp | 20.65%-1.1pp | 28.90%-9.3pp |
| Employer contribution / active EE | $525 | $1,412-62.8% | $2,460-78.7% | $2,042-74.3% |
| Participant deferral / active EE | $974 | $2,235-56.4% | $3,438-71.7% | $3,169-69.3% |
| Admin fee / account holder | $134 | $461-70.9% | $5,558-97.6% | $479-72.1% |