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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,361 |
Participant contribution per participant 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).
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 | $25,973 | $58,888-55.9% | $178,498-85.4% | $73,493-64.7% |
| Participation rate | 75.2% | 66.2%+9.0pp | 81.9%-6.7pp | 70.7%+4.5pp |
| Annual return | 13.36% | 24.86%-11.5pp | 151.09%-137.7pp | 28.51%-15.2pp |
| Employer contribution / active EE | $826 | $2,236-63.0% | $5,011-83.5% | $2,270-63.6% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $207 | $400-48.2% | $13,985-98.5% | $513-59.6% |