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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,230 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,599 | $45,825-90.0% | $90,657-94.9% | $56,287-91.8% |
| Participation rate | 86.7% | 66.7%+20.0pp | 74.0%+12.7pp | 69.9%+16.9pp |
| Annual return | -12.41% | 38.64%-51.0pp | 1.89%-14.3pp | -9.96%-2.4pp |
| Employer contribution / active EE | $497 | $1,372-63.8% | $2,532-80.4% | $2,111-76.5% |
| Participant deferral / active EE | $1,124 | $2,562-56.1% | $3,424-67.2% | $3,350-66.4% |
| Admin fee / account holder | $47 | $413-88.7% | $4,994-99.1% | $521-91.1% |