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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,892 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $23,367 | $39,458-40.8% | $60,547-61.4% | $55,191-57.7% |
| Participation rate | 30.8% | 59.6%-28.8pp | 68.0%-37.2pp | 69.2%-38.4pp |
| Annual return | -0.56% | 3.35%-3.9pp | 335.64%-336.2pp | 10.78%-11.3pp |
| Employer contribution / active EE | $124 | $1,210-89.8% | $2,419-94.9% | $1,899-93.5% |
| Participant deferral / active EE | $832 | $2,140-61.1% | $3,328-75.0% | $3,046-72.7% |
| Admin fee / account holder | $125 | $95+31.5% | $4,536-97.2% | $91+37.8% |