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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,384 |
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).
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 | $31,425 | $58,726-46.5% | $92,240-65.9% | $62,293-49.6% |
| Participation rate | 16.5% | 68.3%-51.8pp | 76.5%-60.0pp | 69.5%-53.0pp |
| Annual return | 13.90% | 43.62%-29.7pp | 176.29%-162.4pp | 28.90%-15.0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $155 | $2,766-94.4% | $3,897-96.0% | $3,169-95.1% |
| Admin fee / account holder | $278 | $556-50.1% | $5,194-94.7% | $479-42.1% |