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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,860 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,292 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,347 | $91,517-73.4% | $101,271-76.0% | $73,412-66.8% |
| Participation rate | 45.4% | 73.8%-28.3pp | 75.8%-30.4pp | 72.2%-26.7pp |
| Annual return | 22.24% | 17.17%+5.1pp | 46.48%-24.2pp | 59.30%-37.1pp |
| Employer contribution / active EE | $954 | $2,877-66.8% | $3,660-73.9% | $2,234-57.3% |
| Participant deferral / active EE | $1,820 | $3,338-45.5% | $4,371-58.4% | $3,806-52.2% |
| Admin fee / account holder | $160 | $216-25.7% | $5,948-97.3% | $158+1.6% |