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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,706 |
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).
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 | $17,448 | $23,385-25.4% | $69,182-74.8% | $57,658-69.7% |
| Participation rate | 36.1% | 37.9%-1.8pp | 55.1%-19.0pp | 70.2%-34.2pp |
| Annual return | 7.46% | -659.34%+666.8pp | -21.93%+29.4pp | 5.13%+2.3pp |
| Employer contribution / active EE | $335 | $422-20.6% | $1,206-72.2% | $1,974-83.0% |
| Participant deferral / active EE | $508 | $843-39.7% | $1,897-73.2% | $3,061-83.4% |
| Admin fee / account holder | $173 | $82+110.1% | $2,697-93.6% | $95+82.5% |