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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,988 |
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 | $34,542 | $55,449-37.7% | $83,830-58.8% | $56,287-38.6% |
| Participation rate | 69.6% | 68.0%+1.6pp | 76.1%-6.5pp | 69.9%-0.2pp |
| Annual return | -6.14% | -1.38%-4.8pp | 850.97%-857.1pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,440 | $2,430-40.8% | $3,631-60.4% | $2,111-31.8% |
| Participant deferral / active EE | $2,165 | $2,935-26.3% | $4,082-47.0% | $3,350-35.4% |
| Admin fee / account holder | $155 | $656-76.3% | $5,479-97.2% | $521-70.2% |