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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,911 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,113 | $549,947-88.7% | $177,848-65.1% | - |
| Participation rate | 79.9% | 87.8%-7.9pp | 87.7%-7.8pp | - |
| Annual return | 15.75% | 10.27%+5.5pp | 48.33%-32.6pp | - |
| Employer contribution / active EE | $682 | $3,110-78.1% | $5,919-88.5% | - |
| Participant deferral / active EE | $4,390 | $4,796-8.5% | $7,714-43.1% | - |
| Admin fee / account holder | $63 | $57,220-99.9% | $12,431-99.5% | - |