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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,587 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,052 | $61,391-67.3% | $149,723-86.6% | $71,529-72.0% |
| Participation rate | 54.6% | 62.5%-7.9pp | 78.8%-24.1pp | 67.9%-13.3pp |
| Annual return | 0.00% | 35.88%-35.9pp | 134.50%-134.5pp | 28.97%-29.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $4,358 | $2,921+49.2% | $5,682-23.3% | $4,291+1.6% |
| Admin fee / account holder | $14 | $1,264-98.9% | $13,215-99.9% | $1,588-99.1% |