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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $470 |
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 | $20,439 | $28,109-27.3% | $71,086-71.2% | $56,287-63.7% |
| Participation rate | 55.7% | 40.4%+15.3pp | 54.7%+1.0pp | 69.9%-14.2pp |
| Annual return | -5.60% | -615.05%+609.5pp | 650.59%-656.2pp | -9.96%+4.4pp |
| Employer contribution / active EE | $316 | $558-43.2% | $1,088-70.9% | $2,111-85.0% |
| Participant deferral / active EE | $1,434 | $1,116+28.5% | $1,874-23.5% | $3,350-57.2% |
| Admin fee / account holder | $5 | $585-99.2% | $3,082-99.8% | $521-99.1% |