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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,205 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,114 | $41,150-80.3% | $80,627-89.9% | $71,511-88.7% |
| Participation rate | 78.9% | 50.3%+28.6pp | 67.0%+11.9pp | 67.9%+11.0pp |
| Annual return | 23.64% | 38.48%-14.8pp | 936.76%-913.1pp | 28.86%-5.2pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,361 | $2,701+24.4% | $4,443-24.4% | $4,291-21.7% |
| Admin fee / account holder | $88 | $1,841-95.2% | $5,381-98.4% | $1,588-94.5% |