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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,067 |
Service code 49 · EIN 38-2472555 | Other Services | $5,074 |
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 | $25,141 | $51,620-51.3% | $90,324-72.2% | $65,186-61.4% |
| Participation rate | 59.3% | 68.6%-9.3pp | 73.3%-14.0pp | 70.2%-10.9pp |
| Annual return | 21.50% | 24.94%-3.4pp | 78.15%-56.7pp | 29.39%-7.9pp |
| Employer contribution / active EE | $552 | $2,235-75.3% | $2,856-80.7% | $2,177-74.6% |
| Participant deferral / active EE | $1,960 | $2,871-31.7% | $3,885-49.6% | $3,514-44.2% |
| Admin fee / account holder | $93 | $384-75.7% | $5,356-98.3% | $847-89.0% |