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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,306 |
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.
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).
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 | $8,808 | $37,196-76.3% | $154,114-94.3% | $55,725-84.2% |
| Participation rate | 47.6% | 64.1%-16.5pp | 83.0%-35.4pp | 70.9%-23.3pp |
| Annual return | -9.10% | 1319.68%-1328.8pp | 735.16%-744.3pp | 244.93%-254.0pp |
| Employer contribution / active EE | $326 | $1,614-79.8% | $5,298-93.9% | $2,078-84.3% |
| Participant deferral / active EE | $906 | $2,068-56.2% | $5,081-82.2% | $3,356-73.0% |
| Admin fee / account holder | $7 | $102-93.0% | $13,411-99.9% | $115-93.8% |