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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,621 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,520 | $55,453-17.9% | $170,435-73.3% | $62,293-26.9% |
| Participation rate | 94.8% | 66.4%+28.4pp | 83.6%+11.2pp | 69.5%+25.2pp |
| Annual return | 17.80% | 21.38%-3.6pp | 205.94%-188.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,240 | $2,303+40.7% | $4,939-34.4% | $3,169+2.2% |
| Admin fee / account holder | $22 | $455-95.1% | $13,881-99.8% | $479-95.3% |