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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $6,611 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $72,952 | $51,244+42.4% | $80,977-9.9% | $55,167+32.2% |
| Participation rate | 69.6% | 71.7%-2.1pp | 75.8%-6.2pp | 69.0%+0.6pp |
| Annual return | 11.26% | 17.39%-6.1pp | 17.11%-5.8pp | 169.23%-158.0pp |
| Employer contribution / active EE | $1,338 | $1,770-24.4% | $3,715-64.0% | $1,963-31.8% |
| Participant deferral / active EE | $3,866 | $4,418-12.5% | $5,696-32.1% | $3,054+26.6% |
| Admin fee / account holder | $17 | $398-95.7% | $5,517-99.7% | $504-96.6% |