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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,718 | $91,537-70.8% | $130,045-79.5% | $75,173-64.5% |
| Participation rate | 59.6% | 71.5%-11.8pp | 78.5%-18.9pp | 67.2%-7.6pp |
| Annual return | 13.49% | -631.55%+645.0pp | -137.30%+150.8pp | 160.72%-147.2pp |
| Employer contribution / active EE | $986 | $2,845-65.3% | $4,321-77.2% | $2,671-63.1% |
| Participant deferral / active EE | $4,508 | $4,343+3.8% | $5,820-22.5% | $4,126+9.3% |
| Admin fee / account holder | $172 | $6,780-97.5% | $10,600-98.4% | $5,651-97.0% |