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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,470 |
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).
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 | $18,657 | $50,637-63.2% | $86,582-78.5% | $62,293-70.1% |
| Participation rate | 69.1% | 67.9%+1.2pp | 73.5%-4.4pp | 69.5%-0.4pp |
| Annual return | 15.00% | 20.80%-5.8pp | 965.08%-950.1pp | 28.90%-13.9pp |
| Employer contribution / active EE | $560 | $2,075-73.0% | $2,839-80.3% | $2,042-72.6% |
| Participant deferral / active EE | $1,625 | $2,611-37.8% | $3,609-55.0% | $3,169-48.7% |
| Admin fee / account holder | $78 | $413-81.2% | $4,904-98.4% | $479-83.8% |