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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,570 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,525 | $30,086-45.1% | $61,399-73.1% | $64,814-74.5% |
| Participation rate | 22.4% | 36.4%-14.0pp | 52.6%-30.2pp | 71.5%-49.1pp |
| Annual return | 0.00% | -13.99%+14.0pp | 338.81%-338.8pp | 32.84%-32.8pp |
| Employer contribution / active EE | $44 | $536-91.8% | $1,159-96.2% | $2,507-98.3% |
| Participant deferral / active EE | $466 | $1,126-58.6% | $2,124-78.0% | $4,310-89.2% |
| Admin fee / account holder | $75 | $148-49.2% | $2,131-96.5% | $188-60.0% |