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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,692 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $25,672 | $55,453-53.7% | $170,435-84.9% | $62,293-58.8% |
| Participation rate | 53.0% | 66.4%-13.4pp | 83.6%-30.6pp | 69.5%-16.5pp |
| Annual return | 15.46% | 21.38%-5.9pp | 205.94%-190.5pp | 28.90%-13.4pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,040 | $2,303-54.8% | $4,939-78.9% | $3,169-67.2% |
| Admin fee / account holder | $30 | $455-93.4% | $13,881-99.8% | $479-93.7% |