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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,288 |
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.
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 | $114,318 | $75,183+52.1% | $123,894-7.7% | $55,167+107.2% |
| Participation rate | 56.0% | 72.8%-16.8pp | 81.4%-25.4pp | 69.0%-13.0pp |
| Annual return | 6.29% | 19.01%-12.7pp | 47.52%-41.2pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,448 | $2,823-48.7% | $4,617-68.6% | $1,963-26.2% |
| Participant deferral / active EE | $4,128 | $5,084-18.8% | $5,984-31.0% | $3,054+35.2% |
| Admin fee / account holder | $289 | $663-56.3% | $8,357-96.5% | $504-42.6% |