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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,224 |
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).
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 | $9,028 | $57,096-84.2% | $94,229-90.4% | $55,191-83.6% |
| Participation rate | 78.0% | 75.7%+2.3pp | 78.8%-0.8pp | 69.2%+8.8pp |
| Annual return | -2.27% | 159.65%-161.9pp | 10.68%-13.0pp | 10.78%-13.1pp |
| Employer contribution / active EE | $821 | $1,708-51.9% | $3,587-77.1% | $1,899-56.8% |
| Participant deferral / active EE | $1,993 | $3,165-37.0% | $4,320-53.9% | $3,046-34.6% |
| Admin fee / account holder | $24 | $89-73.6% | $6,269-99.6% | $91-74.0% |