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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,798 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,303 | $50,385-29.9% | $75,501-53.2% | $62,293-43.3% |
| Participation rate | 65.3% | 67.7%-2.4pp | 72.4%-7.1pp | 69.5%-4.2pp |
| Annual return | 13.22% | 19.90%-6.7pp | 27.35%-14.1pp | 28.90%-15.7pp |
| Employer contribution / active EE | $587 | $1,537-61.8% | $2,352-75.1% | $2,042-71.3% |
| Participant deferral / active EE | $1,529 | $2,445-37.5% | $3,142-51.3% | $3,169-51.7% |
| Admin fee / account holder | $73 | $384-81.0% | $5,801-98.7% | $479-84.8% |