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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $984 | $47,135-97.9% | $149,717-99.3% | $74,440-98.7% |
| Participation rate | 68.2% | 63.4%+4.8pp | 78.8%-10.6pp | 70.7%-2.5pp |
| Annual return | 0.00% | 22.75%-22.8pp | 134.41%-134.4pp | 34.37%-34.4pp |
| Employer contribution / active EE | $0 | $1,906-100.0% | $4,820-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $708 | $2,728-74.0% | $5,682-87.5% | $4,529-84.4% |
| Admin fee / account holder | $4 | $343-98.9% | $13,213-100.0% | $348-98.9% |