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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 51-6041053 | Other Services | $5,999 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $991 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,499 | $43,423+20.9% | $78,676-33.3% | $55,167-4.8% |
| Participation rate | 34.5% | 68.0%-33.5pp | 73.6%-39.0pp | 69.0%-34.5pp |
| Annual return | 5.87% | 11.53%-5.7pp | 62.19%-56.3pp | 169.23%-163.4pp |
| Employer contribution / active EE | $246 | $1,997-87.7% | $2,850-91.4% | $1,963-87.5% |
| Participant deferral / active EE | $1,585 | $2,509-36.8% | $3,517-54.9% | $3,054-48.1% |
| Admin fee / account holder | $15 | $416-96.4% | $4,510-99.7% | $504-97.0% |