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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,225 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $10,617 | $23,224-54.3% | $71,089-85.1% | $55,725-80.9% |
| Participation rate | 41.9% | 37.9%+4.0pp | 54.6%-12.8pp | 70.9%-29.0pp |
| Annual return | -10.67% | -2.87%-7.8pp | 650.65%-661.3pp | 244.93%-255.6pp |
| Employer contribution / active EE | $437 | $436+0.1% | $1,088-59.9% | $2,078-79.0% |
| Participant deferral / active EE | $548 | $929-41.0% | $1,873-70.8% | $3,356-83.7% |
| Admin fee / account holder | $91 | $118-22.5% | $3,082-97.0% | $115-20.7% |