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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,159 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,346 | $61,172-86.4% | $185,851-95.5% | $79,389-89.5% |
| Participation rate | 67.1% | 66.6%+0.4pp | 81.7%-14.6pp | 70.7%-3.7pp |
| Annual return | 14.40% | 19.45%-5.0pp | 122.11%-107.7pp | 116.89%-102.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,546 | $2,788-44.5% | $5,569-72.2% | $4,046-61.8% |
| Admin fee / account holder | $48 | $710-93.2% | $16,245-99.7% | $626-92.3% |