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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,648 |
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.
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).
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 | $21,671 | $60,128-64.0% | $90,440-76.0% | $79,852-72.9% |
| Participation rate | 41.2% | 65.0%-23.8pp | 72.7%-31.5pp | 69.6%-28.5pp |
| Annual return | 4.22% | 71.95%-67.7pp | 1294.38%-1290.2pp | 31.72%-27.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $899 | $2,939-69.4% | $3,964-77.3% | $3,740-76.0% |
| Admin fee / account holder | $91 | $3,977-97.7% | $5,615-98.4% | $5,306-98.3% |