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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,826 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,291 | $64,286-62.2% | $90,965-73.3% | $73,412-66.9% |
| Participation rate | 6.0% | 63.6%-57.6pp | 69.0%-63.0pp | 72.2%-66.2pp |
| Annual return | 6.78% | 21.46%-14.7pp | 134.57%-127.8pp | 59.30%-52.5pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $350 | $2,453-85.7% | $3,373-89.6% | $3,806-90.8% |
| Admin fee / account holder | $198 | $287-31.1% | $5,960-96.7% | $158+25.4% |