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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,108 | $58,895-89.6% | $178,503-96.6% | $73,497-91.7% |
| Participation rate | 65.5% | 66.2%-0.7pp | 81.9%-16.4pp | 70.7%-5.2pp |
| Annual return | 12.89% | 24.86%-12.0pp | 151.12%-138.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,623 | $2,567-36.8% | $5,202-68.8% | $3,740-56.6% |
| Admin fee / account holder | $56 | $400-86.0% | $13,987-99.6% | $513-89.1% |