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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,869 |
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.
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 | $28,956 | $81,494-64.5% | $133,978-78.4% | $73,497-60.6% |
| Participation rate | 59.3% | 76.4%-17.1pp | 79.8%-20.6pp | 70.7%-11.4pp |
| Annual return | 9.83% | 19.40%-9.6pp | 45.10%-35.3pp | 28.51%-18.7pp |
| Employer contribution / active EE | $1,417 | $2,210-35.9% | $3,919-63.8% | $2,270-37.6% |
| Participant deferral / active EE | $3,218 | $3,787-15.0% | $5,047-36.2% | $3,740-14.0% |
| Admin fee / account holder | $188 | $713-73.7% | $8,930-97.9% | $513-63.4% |