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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,472 | $43,504-71.3% | $68,612-81.8% | $56,289-77.8% |
| Participation rate | 55.0% | 67.8%-12.8pp | 72.2%-17.2pp | 69.9%-14.9pp |
| Annual return | -4.71% | -3.15%-1.6pp | -4.63%-0.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,129 | $1,525-26.0% | $2,625-57.0% | $2,111-46.5% |
| Participant deferral / active EE | $2,032 | $2,509-19.0% | $3,311-38.6% | $3,350-39.4% |
| Admin fee / account holder | $97 | $515-81.1% | $5,131-98.1% | $521-81.3% |