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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,003 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,537 | $46,173-70.7% | $170,435-92.1% | $69,631-80.6% |
| Participation rate | 27.2% | 63.9%-36.7pp | 83.6%-56.4pp | 70.7%-43.5pp |
| Annual return | 18.32% | 21.62%-3.3pp | 205.94%-187.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $340 | $1,610-78.9% | $5,432-93.8% | $2,032-83.3% |
| Participant deferral / active EE | $756 | $2,080-63.7% | $4,939-84.7% | $3,224-76.6% |
| Admin fee / account holder | $10 | $116-91.2% | $13,881-99.9% | $110-90.7% |