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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,695 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $16,104 | $37,196-56.7% | $154,111-89.6% | $55,725-71.1% |
| Participation rate | 58.6% | 64.1%-5.5pp | 83.0%-24.5pp | 70.9%-12.3pp |
| Annual return | -4.82% | 1319.68%-1324.5pp | 735.18%-740.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $266 | $1,614-83.5% | $5,298-95.0% | $2,078-87.2% |
| Participant deferral / active EE | $551 | $2,068-73.4% | $5,081-89.2% | $3,356-83.6% |
| Admin fee / account holder | $34 | $102-66.2% | $13,411-99.7% | $115-70.2% |