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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,287 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,096 |
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 | $15,009 | $44,873-66.6% | $79,476-81.1% | $56,287-73.3% |
| Participation rate | 82.2% | 68.7%+13.5pp | 73.3%+8.9pp | 69.9%+12.4pp |
| Annual return | -5.03% | 0.81%-5.8pp | 718.21%-723.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,013 | $2,140-52.7% | $2,800-63.8% | $2,111-52.0% |
| Participant deferral / active EE | $2,014 | $2,746-26.6% | $3,704-45.6% | $3,350-39.9% |
| Admin fee / account holder | $285 | $418-32.0% | $5,113-94.4% | $521-45.4% |