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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,122 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
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 | $21,532 | $53,412-59.7% | $68,509-68.6% | $52,331-58.9% |
| Participation rate | 91.0% | 71.7%+19.3pp | 74.7%+16.3pp | 68.1%+22.9pp |
| Annual return | -1.48% | 3.42%-4.9pp | 8.27%-9.8pp | 4.54%-6.0pp |
| Employer contribution / active EE | $1,734 | $1,607+7.9% | $2,278-23.9% | $1,882-7.9% |
| Participant deferral / active EE | $2,557 | $2,688-4.9% | $3,382-24.4% | $3,022-15.4% |
| Admin fee / account holder | $65 | $461-86.0% | $5,275-98.8% | $592-89.1% |