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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,866 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
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 | $17,985 | $64,909-72.3% | $82,312-78.2% | $62,293-71.1% |
| Participation rate | 64.2% | 74.9%-10.7pp | 76.9%-12.7pp | 69.5%-5.3pp |
| Annual return | 16.61% | 21.18%-4.6pp | 25.88%-9.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $517 | $1,676-69.2% | $2,428-78.7% | $2,042-74.7% |
| Participant deferral / active EE | $1,624 | $3,103-47.7% | $3,706-56.2% | $3,169-48.8% |
| Admin fee / account holder | $19 | $440-95.6% | $5,608-99.7% | $479-95.9% |