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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,500 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,749 | $55,453-75.2% | $170,439-91.9% | $62,293-77.9% |
| Participation rate | 71.4% | 66.4%+5.1pp | 83.6%-12.2pp | 69.5%+1.9pp |
| Annual return | 14.96% | 21.38%-6.4pp | 205.94%-191.0pp | 28.90%-13.9pp |
| Employer contribution / active EE | $639 | $2,164-70.5% | $5,433-88.2% | $2,042-68.7% |
| Participant deferral / active EE | $407 | $2,303-82.3% | $4,939-91.8% | $3,169-87.2% |
| Admin fee / account holder | $17 | $455-96.3% | $13,881-99.9% | $479-96.5% |