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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,870 |
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 | $19,770 | $28,416-30.4% | $73,550-73.1% | $69,631-71.6% |
| Participation rate | 38.9% | 38.3%+0.5pp | 54.9%-16.1pp | 70.7%-31.8pp |
| Annual return | 11.05% | -694.13%+705.2pp | -15.16%+26.2pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $203 | $430-53.0% | $1,219-83.4% | $2,032-90.0% |
| Participant deferral / active EE | $523 | $897-41.7% | $1,804-71.0% | $3,224-83.8% |
| Admin fee / account holder | $145 | $104+39.1% | $2,320-93.7% | $110+31.4% |