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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,675 |
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 | $32,228 | $25,165+28.1% | $73,545-56.2% | $77,958-58.7% |
| Participation rate | 6.6% | 36.6%-30.0pp | 54.9%-48.3pp | 71.6%-65.0pp |
| Annual return | 17.97% | 18.12%-0.2pp | -15.16%+33.1pp | 20.87%-2.9pp |
| Employer contribution / active EE | $131 | $395-66.9% | $1,219-89.3% | $2,310-94.3% |
| Participant deferral / active EE | $250 | $898-72.1% | $1,806-86.1% | $3,537-92.9% |
| Admin fee / account holder | $36 | $76-53.1% | $2,320-98.5% | $97-63.5% |