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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,501 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $24,352 |
Employer contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,767 | $85,135-75.6% | $98,916-79.0% | $73,412-71.7% |
| Participation rate | 98.4% | 81.1%+17.2pp | 76.0%+22.3pp | 72.2%+26.2pp |
| Annual return | 15.64% | 19.14%-3.5pp | 196.45%-180.8pp | 59.30%-43.7pp |
| Employer contribution / active EE | $565 | $2,721-79.2% | $2,689-79.0% | $2,234-74.7% |
| Participant deferral / active EE | $3,050 | $4,349-29.9% | $4,245-28.2% | $3,806-19.9% |
| Admin fee / account holder | $159 | $139+14.1% | $6,642-97.6% | $158+0.6% |