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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,324 |
BUSINESS SOLUTIONS INC4+ years Service code 49 · EIN 54-1942298 | Other Services | $1,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,621 | $37,196-9.6% | $154,111-78.2% | $55,725-39.7% |
| Participation rate | 24.6% | 64.1%-39.5pp | 83.0%-58.5pp | 70.9%-46.3pp |
| Annual return | -5.77% | 1319.68%-1325.4pp | 735.18%-741.0pp | 244.93%-250.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $852 | $2,068-58.8% | $5,081-83.2% | $3,356-74.6% |
| Admin fee / account holder | $169 | $102+66.8% | $13,411-98.7% | $115+47.1% |