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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,231 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,336 | $48,064-26.5% | $78,778-55.1% | $69,631-49.3% |
| Participation rate | 37.2% | 61.6%-24.3pp | 69.2%-32.0pp | 70.7%-33.5pp |
| Annual return | 18.24% | 21.81%-3.6pp | 35.62%-17.4pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $510 | $744-31.5% | $1,986-74.3% | $2,032-74.9% |
| Participant deferral / active EE | $851 | $2,079-59.1% | $2,958-71.2% | $3,224-73.6% |
| Admin fee / account holder | $229 | $152+50.9% | $5,134-95.5% | $110+107.7% |