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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,431 |
Service code 49 · EIN 74-2794194 | Other Services | $5,143 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $1,636 | $33,283-95.1% | $77,513-97.9% | $93,223-98.2% |
| Participation rate | 23.6% | 33.8%-10.3pp | 54.2%-30.6pp | 74.9%-51.3pp |
| Annual return | 21.44% | 16.24%+5.2pp | 54.81%-33.4pp | 19.29%+2.2pp |
| Employer contribution / active EE | $19 | $311-94.0% | $987-98.1% | $2,680-99.3% |
| Participant deferral / active EE | $45 | $886-94.9% | $1,861-97.6% | $4,563-99.0% |
| Admin fee / account holder | $15 | $97-84.5% | $2,859-99.5% | $79-81.0% |