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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,116 | $65,125-44.5% | $143,797-74.9% | $66,949-46.1% |
| Participation rate | 14.5% | 65.2%-50.7pp | 80.3%-65.9pp | 69.8%-55.4pp |
| Annual return | -9.91% | -11.13%+1.2pp | -0.04%-9.9pp | 1.57%-11.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,304 | $2,920-55.4% | $5,638-76.9% | $4,239-69.2% |
| Admin fee / account holder | $188 | $503-62.5% | $14,679-98.7% | $594-68.3% |