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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $6,700 |
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.
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).
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 | $12,084 | $44,873-73.1% | $79,467-84.8% | $56,289-78.5% |
| Participation rate | 27.5% | 68.7%-41.3pp | 73.3%-45.9pp | 69.9%-42.4pp |
| Annual return | -7.87% | 0.81%-8.7pp | 718.30%-726.2pp | -9.96%+2.1pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $922 | $2,746-66.4% | $3,704-75.1% | $3,350-72.5% |
| Admin fee / account holder | $160 | $418-61.9% | $5,104-96.9% | $521-69.4% |