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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,902 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $0 | $44,873-100.0% | $79,467-100.0% | $56,289-100.0% |
| Participation rate | 0.0% | 68.7%-68.7pp | 73.3%-73.3pp | 69.9%-69.9pp |
| Annual return | -7.04% | 0.81%-7.9pp | 718.30%-725.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,381 | $2,746-13.3% | $3,704-35.7% | $3,350-28.9% |
| Admin fee / account holder | $0 | $418-100.0% | $5,104-100.0% | $521-100.0% |