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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,622 | $50,902-20.2% | $155,534-73.9% | $77,736-47.7% |
| Participation rate | 29.3% | 63.1%-33.8pp | 78.2%-48.9pp | 70.6%-41.3pp |
| Annual return | 10.15% | 34.85%-24.7pp | 64.92%-54.8pp | 31.26%-21.1pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,767 | $2,824-37.4% | $5,630-68.6% | $4,651-62.0% |
| Admin fee / account holder | $57 | $437-86.9% | $15,900-99.6% | $433-86.8% |