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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,519 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,806 | $45,959-56.9% | $91,225-78.3% | $77,906-74.6% |
| Participation rate | 27.2% | 66.3%-39.1pp | 73.2%-46.0pp | 73.7%-46.5pp |
| Annual return | -20.84% | -5.32%-15.5pp | 114.12%-135.0pp | 12.16%-33.0pp |
| Employer contribution / active EE | $1,084 | $1,451-25.3% | $2,851-62.0% | $2,846-61.9% |
| Participant deferral / active EE | $2,315 | $3,283-29.5% | $4,233-45.3% | $4,805-51.8% |
| Admin fee / account holder | $10 | $99-89.5% | $5,422-99.8% | $133-92.2% |