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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,563 |
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).
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 | $20,142 | $46,325-56.5% | $143,788-86.0% | $64,814-68.9% |
| Participation rate | 14.4% | 64.2%-49.8pp | 80.3%-65.9pp | 71.5%-57.1pp |
| Annual return | -11.47% | -10.05%-1.4pp | -0.03%-11.4pp | 32.84%-44.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $755 | $2,647-71.5% | $5,638-86.6% | $4,310-82.5% |
| Admin fee / account holder | $182 | $154+18.4% | $14,675-98.8% | $188-3.0% |