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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,474 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,367 | $56,443-72.8% | $83,830-81.7% | $55,725-72.4% |
| Participation rate | 31.6% | 72.0%-40.4pp | 76.1%-44.5pp | 70.9%-39.2pp |
| Annual return | 199.74% | 393.67%-193.9pp | 850.97%-651.2pp | 244.93%-45.2pp |
| Employer contribution / active EE | $908 | $2,682-66.2% | $3,631-75.0% | $2,078-56.3% |
| Participant deferral / active EE | $969 | $2,965-67.3% | $4,082-76.3% | $3,356-71.1% |
| Admin fee / account holder | $10 | $156-93.5% | $5,479-99.8% | $115-91.2% |