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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 | $42,909-100.0% | $152,093-100.0% | $71,012-100.0% |
| Participation rate | 0.0% | 54.7%-54.7pp | 77.8%-77.8pp | 58.6%-58.6pp |
| Annual return | 12.36% | 30.57%-18.2pp | 66.36%-54.0pp | 37.67%-25.3pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $1,400 | $1,904-26.5% | $5,451-74.3% | $3,246-56.9% |
| Admin fee / account holder | $0 | $1,014-100.0% | $14,497-100.0% | $1,167-100.0% |