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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,253 | $79,694-79.6% | $96,171-83.1% | $79,391-79.5% |
| Participation rate | 64.1% | 54.0%+10.1pp | 68.4%-4.3pp | 70.7%-6.6pp |
| Annual return | 24.46% | 40.84%-16.4pp | 192.04%-167.6pp | 116.88%-92.4pp |
| Employer contribution / active EE | $193 | $1,443-86.6% | $2,799-93.1% | $2,428-92.0% |
| Participant deferral / active EE | $1,683 | $2,539-33.7% | $4,350-61.3% | $4,046-58.4% |
| Admin fee / account holder | $187 | $630-70.3% | $5,538-96.6% | $627-70.2% |