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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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,671 | $60,124-64.0% | $90,404-76.0% | $79,858-72.9% |
| Participation rate | 41.2% | 65.0%-23.8pp | 72.7%-31.5pp | 69.6%-28.5pp |
| Annual return | 4.22% | 71.94%-67.7pp | 1293.02%-1288.8pp | 31.71%-27.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $899 | $2,938-69.4% | $3,963-77.3% | $3,740-76.0% |
| Admin fee / account holder | $91 | $3,976-97.7% | $5,611-98.4% | $5,306-98.3% |