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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,808 | $41,854+14.2% | $73,836-35.3% | $52,331-8.6% |
| Participation rate | 36.8% | 66.2%-29.4pp | 73.4%-36.6pp | 68.1%-31.3pp |
| Annual return | -0.14% | 2.11%-2.3pp | 2268.06%-2268.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $357 | $1,920-81.4% | $2,787-87.2% | $1,882-81.0% |
| Participant deferral / active EE | $1,949 | $2,498-22.0% | $3,583-45.6% | $3,022-35.5% |
| Admin fee / account holder | $12 | $493-97.6% | $4,882-99.8% | $592-98.0% |