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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,647 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,343 | $46,732-88.6% | $156,551-96.6% | $55,167-90.3% |
| Participation rate | 96.8% | 65.8%+31.0pp | 84.0%+12.7pp | 69.0%+27.8pp |
| Annual return | 4.75% | 17.72%-13.0pp | 32.23%-27.5pp | 169.23%-164.5pp |
| Employer contribution / active EE | $173 | $2,105-91.8% | $5,501-96.9% | $1,963-91.2% |
| Participant deferral / active EE | $663 | $2,204-69.9% | $4,871-86.4% | $3,054-78.3% |
| Admin fee / account holder | $70 | $418-83.2% | $13,028-99.5% | $504-86.0% |