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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,931 | $42,548-39.1% | $74,551-65.2% | $56,289-53.9% |
| Participation rate | 59.4% | 60.5%-1.1pp | 69.1%-9.8pp | 69.9%-10.5pp |
| Annual return | -5.04% | 12.40%-17.4pp | 32.53%-37.6pp | -9.96%+4.9pp |
| Employer contribution / active EE | $431 | $855-49.6% | $1,961-78.0% | $2,111-79.6% |
| Participant deferral / active EE | $1,038 | $2,277-54.4% | $3,108-66.6% | $3,350-69.0% |
| Admin fee / account holder | $111 | $467-76.3% | $5,059-97.8% | $521-78.8% |