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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,679 |
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 | $3,574 | $65,125-94.5% | $143,797-97.5% | $66,949-94.7% |
| Participation rate | 55.0% | 65.2%-10.2pp | 80.3%-25.3pp | 69.8%-14.8pp |
| Annual return | -12.76% | -11.13%-1.6pp | -0.04%-12.7pp | 1.57%-14.3pp |
| Employer contribution / active EE | $445 | $2,362-81.2% | $4,952-91.0% | $2,545-82.5% |
| Participant deferral / active EE | $1,542 | $2,920-47.2% | $5,638-72.7% | $4,239-63.6% |
| Admin fee / account holder | $132 | $503-73.7% | $14,679-99.1% | $594-77.7% |