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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,624 |
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 | $38,786 | $55,449-30.1% | $83,850-53.7% | $56,287-31.1% |
| Participation rate | 29.4% | 68.0%-38.6pp | 76.1%-46.8pp | 69.9%-40.5pp |
| Annual return | -2.20% | -1.38%-0.8pp | 850.92%-853.1pp | -9.96%+7.8pp |
| Employer contribution / active EE | $653 | $2,430-73.1% | $3,631-82.0% | $2,111-69.1% |
| Participant deferral / active EE | $1,153 | $2,935-60.7% | $4,082-71.8% | $3,350-65.6% |
| Admin fee / account holder | $60 | $656-90.9% | $5,478-98.9% | $521-88.5% |