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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,564 | $77,908-71.0% | $149,696-84.9% | $75,173-70.0% |
| Participation rate | 48.8% | 65.6%-16.7pp | 78.8%-29.9pp | 67.2%-18.4pp |
| Annual return | 16.13% | 31.73%-15.6pp | 134.46%-118.3pp | 160.72%-144.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,648 | $3,411-51.7% | $5,682-71.0% | $4,126-60.1% |
| Admin fee / account holder | $274 | $5,950-95.4% | $13,212-97.9% | $5,651-95.2% |