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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,398 |
BRUMMEL, BRIAN J.1 year Service code 49 318 MAIN · CEDAR FALLS, IA 506130399 | Other Services | $0 |
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.
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 | $15,587 | $31,388-50.3% | $73,550-78.8% | $62,293-75.0% |
| Participation rate | 29.6% | 39.9%-10.3pp | 54.9%-25.4pp | 69.5%-40.0pp |
| Annual return | 19.15% | 25.34%-6.2pp | -15.16%+34.3pp | 28.90%-9.7pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $568 | $1,028-44.8% | $1,804-68.5% | $3,169-82.1% |
| Admin fee / account holder | $214 | $299-28.6% | $2,320-90.8% | $479-55.4% |