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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,070 |
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 | $19,511 | $44,873-56.5% | $79,467-75.4% | $56,289-65.3% |
| Participation rate | 62.9% | 68.7%-5.8pp | 73.3%-10.4pp | 69.9%-6.9pp |
| Annual return | -6.32% | 0.81%-7.1pp | 718.30%-724.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $578 | $2,140-73.0% | $2,800-79.3% | $2,111-72.6% |
| Participant deferral / active EE | $1,752 | $2,746-36.2% | $3,704-52.7% | $3,350-47.7% |
| Admin fee / account holder | $82 | $418-80.4% | $5,104-98.4% | $521-84.3% |