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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,369 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,258 | $50,464-57.9% | $75,784-71.9% | $52,331-59.4% |
| Participation rate | 21.8% | 66.8%-45.0pp | 75.8%-54.0pp | 68.1%-46.3pp |
| Annual return | 0.34% | 1.03%-0.7pp | 9.68%-9.3pp | 4.54%-4.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $156 | $2,570-93.9% | $3,652-95.7% | $3,022-94.8% |
| Admin fee / account holder | $199 | $1,103-82.0% | $5,300-96.2% | $592-66.4% |