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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $15,243 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,097 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,466 | $36,916-41.9% | $156,551-86.3% | $57,658-62.8% |
| Participation rate | 59.7% | 63.4%-3.8pp | 84.0%-24.3pp | 70.2%-10.5pp |
| Annual return | 7.05% | 12.38%-5.3pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,042 | $1,571-33.6% | $5,501-81.1% | $1,974-47.2% |
| Participant deferral / active EE | $715 | $1,926-62.9% | $4,871-85.3% | $3,061-76.6% |
| Admin fee / account holder | $26 | $82-67.9% | $13,028-99.8% | $95-72.0% |