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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,486 |
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 | $15,105 | $22,714-33.5% | $59,496-74.6% | $55,191-72.6% |
| Participation rate | 39.5% | 37.5%+2.1pp | 54.6%-15.0pp | 69.2%-29.6pp |
| Annual return | -1.51% | -44.01%+42.5pp | 182.05%-183.6pp | 10.78%-12.3pp |
| Employer contribution / active EE | $239 | $418-42.7% | $1,153-79.2% | $1,899-87.4% |
| Participant deferral / active EE | $514 | $843-39.0% | $1,829-71.9% | $3,046-83.1% |
| Admin fee / account holder | $107 | $83+27.9% | $2,232-95.2% | $91+17.4% |