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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,849 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,497 | $43,423-41.3% | $78,689-67.6% | $55,167-53.8% |
| Participation rate | 57.0% | 68.0%-11.0pp | 73.6%-16.6pp | 69.0%-12.0pp |
| Annual return | 4.12% | 11.53%-7.4pp | 62.18%-58.1pp | 169.23%-165.1pp |
| Employer contribution / active EE | $555 | $1,997-72.2% | $2,851-80.5% | $1,963-71.7% |
| Participant deferral / active EE | $760 | $2,509-69.7% | $3,517-78.4% | $3,054-75.1% |
| Admin fee / account holder | $63 | $416-84.8% | $4,510-98.6% | $504-87.5% |