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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,943 |
Annual investment return 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).
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 | $6,126 | $37,117-83.5% | $147,617-95.9% | $55,191-88.9% |
| Participation rate | 94.1% | 63.6%+30.5pp | 84.6%+9.5pp | 69.2%+25.0pp |
| Annual return | -2.34% | 3.44%-5.8pp | 61.98%-64.3pp | 10.78%-13.1pp |
| Employer contribution / active EE | $632 | $1,620-61.0% | $5,564-88.6% | $1,899-66.7% |
| Participant deferral / active EE | $1,358 | $1,985-31.6% | $4,895-72.3% | $3,046-55.4% |
| Admin fee / account holder | $79 | $86-8.3% | $11,612-99.3% | $91-13.5% |