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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,980 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,587 | $52,467-79.8% | $57,196-81.5% | $55,167-80.8% |
| Participation rate | 99.5% | 75.8%+23.7pp | 75.3%+24.2pp | 69.0%+30.5pp |
| Annual return | 9.15% | 7.72%+1.4pp | 14.59%-5.4pp | 169.23%-160.1pp |
| Employer contribution / active EE | $1,568 | $2,477-36.7% | $2,683-41.6% | $1,963-20.1% |
| Participant deferral / active EE | $1,615 | $2,830-42.9% | $3,096-47.8% | $3,054-47.1% |
| Admin fee / account holder | $96 | $269-64.2% | $3,141-96.9% | $504-80.9% |