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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,873 | $73,839-32.5% | $143,788-65.3% | $68,495-27.2% |
| Participation rate | 67.3% | 66.7%+0.7pp | 80.3%-13.0pp | 67.9%-0.5pp |
| Annual return | -10.25% | 1.01%-11.3pp | -0.03%-10.2pp | -7.84%-2.4pp |
| Employer contribution / active EE | $285 | $3,184-91.1% | $4,952-94.3% | $2,596-89.0% |
| Participant deferral / active EE | $1,399 | $3,384-58.7% | $5,638-75.2% | $4,028-65.3% |
| Admin fee / account holder | $26 | $5,755-99.5% | $14,675-99.8% | $5,403-99.5% |