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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,484 |
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 | $7,219 | $36,916-80.4% | $156,551-95.4% | $57,658-87.5% |
| Participation rate | 65.3% | 63.4%+1.8pp | 84.0%-18.8pp | 70.2%-5.0pp |
| Annual return | 6.47% | 12.38%-5.9pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $287 | $1,571-81.7% | $5,501-94.8% | $1,974-85.4% |
| Participant deferral / active EE | $908 | $1,926-52.9% | $4,871-81.4% | $3,061-70.3% |
| Admin fee / account holder | $8 | $82-90.2% | $13,028-99.9% | $95-91.4% |