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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,251 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,610 | $51,226-83.2% | $82,744-89.6% | $66,938-87.1% |
| Participation rate | 74.2% | 67.9%+6.4pp | 72.6%+1.7pp | 69.8%+4.4pp |
| Annual return | -11.31% | -9.61%-1.7pp | 702.22%-713.5pp | 1.58%-12.9pp |
| Employer contribution / active EE | $0 | $2,612-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $568 | $3,460-83.6% | $4,395-87.1% | $4,238-86.6% |
| Admin fee / account holder | $28 | $416-93.3% | $5,325-99.5% | $594-95.3% |