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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,505 |
Annual investment return 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).
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 | $4,079 | $37,117-89.0% | $147,617-97.2% | $55,191-92.6% |
| Participation rate | 81.4% | 63.6%+17.8pp | 84.6%-3.2pp | 69.2%+12.2pp |
| Annual return | -2.98% | 3.44%-6.4pp | 61.98%-65.0pp | 10.78%-13.8pp |
| Employer contribution / active EE | $243 | $1,620-85.0% | $5,564-95.6% | $1,899-87.2% |
| Participant deferral / active EE | $1,507 | $1,985-24.1% | $4,895-69.2% | $3,046-50.5% |
| Admin fee / account holder | $2 | $86-97.8% | $11,612-100.0% | $91-97.9% |