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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,027 |
Service code 49 · EIN 74-2794194 | Other Services | $3,926 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $115,494 | $64,909+77.9% | $82,313+40.3% | $62,293+85.4% |
| Participation rate | 98.4% | 74.9%+23.5pp | 76.9%+21.5pp | 69.5%+28.8pp |
| Annual return | 19.24% | 21.18%-1.9pp | 25.88%-6.6pp | 28.90%-9.7pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,274 | $3,103+102.2% | $3,706+69.3% | $3,169+98.0% |
| Admin fee / account holder | $472 | $440+7.5% | $5,608-91.6% | $479-1.4% |