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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $36,904-100.0% | $158,223-100.0% | $65,191-100.0% |
| Participation rate | 0.0% | 62.1%-62.1pp | 79.2%-79.2pp | 63.0%-63.0pp |
| Annual return | 12.36% | 24.43%-12.1pp | 52.09%-39.7pp | 51.24%-38.9pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,109-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $1,400 | $1,936-27.7% | $5,467-74.4% | $2,671-47.6% |
| Admin fee / account holder | $0 | $793-100.0% | $16,047-100.0% | $907-100.0% |