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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $195,315 |
Service code 27 · EIN 26-0328980 | Advisory (Plan) | $72,400 |
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,031 | $118,337-72.1% | $189,545-82.6% | $93,010-64.5% |
| Participation rate | 94.0% | 89.1%+5.0pp | 87.8%+6.2pp | 73.9%+20.1pp |
| Annual return | 14.86% | 21.77%-6.9pp | 555.36%-540.5pp | 158.70%-143.8pp |
| Employer contribution / active EE | $1,366 | $4,204-67.5% | $6,162-77.8% | $2,705-49.5% |
| Participant deferral / active EE | $4,290 | $7,123-39.8% | $8,220-47.8% | $4,561-5.9% |
| Admin fee / account holder | $128 | $100+28.7% | $12,049-98.9% | $152-15.4% |