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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,122 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,362 | $70,002-55.2% | $115,038-72.7% | $52,331-40.1% |
| Participation rate | 96.6% | 72.1%+24.5pp | 81.4%+15.3pp | 68.1%+28.5pp |
| Annual return | -1.53% | 4.04%-5.6pp | 26.14%-27.7pp | 4.54%-6.1pp |
| Employer contribution / active EE | $4,790 | $2,715+76.4% | $4,608+4.0% | $1,882+154.6% |
| Participant deferral / active EE | $6,572 | $4,920+33.6% | $6,026+9.0% | $3,022+117.5% |
| Admin fee / account holder | $61 | $566-89.3% | $8,175-99.3% | $592-89.8% |