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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,003 |
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 | $25,663 | $54,757-53.1% | $90,304-71.6% | $72,975-64.8% |
| Participation rate | 90.2% | 65.2%+25.0pp | 73.3%+16.9pp | 69.5%+20.7pp |
| Annual return | 11.74% | 30.63%-18.9pp | 78.13%-66.4pp | 81.01%-69.3pp |
| Employer contribution / active EE | $1,335 | $2,093-36.2% | $2,855-53.2% | $2,440-45.3% |
| Participant deferral / active EE | $2,524 | $2,887-12.6% | $3,885-35.0% | $3,608-30.0% |
| Admin fee / account holder | $45 | $3,973-98.9% | $5,354-99.2% | $5,124-99.1% |