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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,953 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,857 | $39,948-57.8% | $89,435-81.2% | $73,412-77.0% |
| Participation rate | 65.5% | 50.4%+15.0pp | 68.0%-2.5pp | 72.2%-6.7pp |
| Annual return | 13.87% | 50.12%-36.3pp | 245.55%-231.7pp | 59.30%-45.4pp |
| Employer contribution / active EE | $369 | $1,200-69.2% | $2,587-85.7% | $2,234-83.5% |
| Participant deferral / active EE | $1,991 | $2,193-9.2% | $3,890-48.8% | $3,806-47.7% |
| Admin fee / account holder | $120 | $134-10.6% | $4,884-97.5% | $158-24.0% |