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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,847 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,740 | $50,637-68.9% | $86,582-81.8% | $62,293-74.7% |
| Participation rate | 48.5% | 67.9%-19.4pp | 73.5%-25.0pp | 69.5%-21.0pp |
| Annual return | 5.04% | 20.80%-15.8pp | 965.08%-960.0pp | 28.90%-23.9pp |
| Employer contribution / active EE | $1,382 | $2,075-33.4% | $2,839-51.3% | $2,042-32.3% |
| Participant deferral / active EE | $860 | $2,611-67.1% | $3,609-76.2% | $3,169-72.9% |
| Admin fee / account holder | $24 | $413-94.3% | $4,904-99.5% | $479-95.1% |