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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,568 | $60,545-77.6% | $92,239-85.3% | $69,631-80.5% |
| Participation rate | 67.0% | 72.2%-5.2pp | 76.5%-9.5pp | 70.7%-3.7pp |
| Annual return | 18.40% | 19.71%-1.3pp | 176.29%-157.9pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $611 | $2,633-76.8% | $3,680-83.4% | $2,032-69.9% |
| Participant deferral / active EE | $1,578 | $2,828-44.2% | $3,897-59.5% | $3,224-51.0% |
| Admin fee / account holder | $98 | $145-32.5% | $5,194-98.1% | $110-11.5% |