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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,157 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,596 | $23,224-58.7% | $71,086-86.5% | $55,725-82.8% |
| Participation rate | 3.5% | 37.9%-34.4pp | 54.7%-51.2pp | 70.9%-67.4pp |
| Annual return | 14.86% | -2.87%+17.7pp | 650.59%-635.7pp | 244.93%-230.1pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $139 | $929-85.1% | $1,874-92.6% | $3,356-95.9% |
| Admin fee / account holder | $93 | $118-21.2% | $3,082-97.0% | $115-19.4% |