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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,945 |
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 | $27,073 | $47,977-43.6% | $154,111-82.4% | $56,287-51.9% |
| Participation rate | 33.9% | 66.2%-32.3pp | 83.0%-49.2pp | 69.9%-36.0pp |
| Annual return | -5.54% | 3.54%-9.1pp | 735.18%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $583 | $2,169-73.1% | $5,298-89.0% | $2,111-72.4% |
| Participant deferral / active EE | $952 | $2,392-60.2% | $5,081-81.3% | $3,350-71.6% |
| Admin fee / account holder | $276 | $438-37.1% | $13,411-97.9% | $521-47.1% |