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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,661 |
Filed as: BENJAMIN F EDWARDS & COMPANY INC Service code 49 · EIN 26-3199152 | Other Services | $1,169 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $29,514 | $60,165-50.9% | $74,184-60.2% | $55,167-46.5% |
| Participation rate | 72.6% | 74.2%-1.5pp | 76.6%-4.0pp | 69.0%+3.6pp |
| Annual return | -3.26% | 10.00%-13.3pp | 17.74%-21.0pp | 169.23%-172.5pp |
| Employer contribution / active EE | $400 | $1,600-75.0% | $2,370-83.1% | $1,963-79.6% |
| Participant deferral / active EE | $2,002 | $2,973-32.6% | $3,550-43.6% | $3,054-34.4% |
| Admin fee / account holder | $32 | $419-92.4% | $5,586-99.4% | $504-93.7% |