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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $4,749 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,543 | $60,349+7.0% | $74,184-13.0% | $62,881+2.6% |
| Participation rate | 68.2% | 72.7%-4.5pp | 76.6%-8.4pp | 69.3%-1.1pp |
| Annual return | -13.72% | 21.38%-35.1pp | 17.74%-31.5pp | 20.14%-33.9pp |
| Employer contribution / active EE | $860 | $1,680-48.8% | $2,370-63.7% | $2,281-62.3% |
| Participant deferral / active EE | $3,748 | $2,856+31.2% | $3,550+5.6% | $3,203+17.0% |
| Admin fee / account holder | $17 | $4,261-99.6% | $5,586-99.7% | $4,296-99.6% |