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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,643 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,703 | $61,391-89.1% | $149,723-95.5% | $71,529-90.6% |
| Participation rate | 61.9% | 62.5%-0.6pp | 78.8%-16.9pp | 67.9%-6.1pp |
| Annual return | 34.53% | 35.88%-1.3pp | 134.50%-100.0pp | 28.97%+5.6pp |
| Employer contribution / active EE | $572 | $2,384-76.0% | $4,821-88.1% | $2,590-77.9% |
| Participant deferral / active EE | $1,605 | $2,921-45.0% | $5,682-71.8% | $4,291-62.6% |
| Admin fee / account holder | $159 | $1,264-87.5% | $13,215-98.8% | $1,588-90.0% |