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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,269 | $23,385-30.4% | $69,182-76.5% | $57,658-71.8% |
| Participation rate | 43.2% | 37.9%+5.3pp | 55.1%-11.9pp | 70.2%-27.0pp |
| Annual return | 4.92% | -659.34%+664.3pp | -21.93%+26.9pp | 5.13%-0.2pp |
| Employer contribution / active EE | $256 | $422-39.5% | $1,206-78.8% | $1,974-87.1% |
| Participant deferral / active EE | $565 | $843-33.0% | $1,897-70.2% | $3,061-81.5% |
| Admin fee / account holder | $116 | $82+41.0% | $2,697-95.7% | $95+22.5% |