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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,051 |
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.
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 | $7,709 | $33,067-76.7% | $76,523-89.9% | $56,287-86.3% |
| Participation rate | 66.1% | 55.4%+10.7pp | 68.0%-1.9pp | 69.9%-3.8pp |
| Annual return | -11.49% | 2.72%-14.2pp | -0.27%-11.2pp | -9.96%-1.5pp |
| Employer contribution / active EE | $477 | $1,200-60.3% | $2,647-82.0% | $2,111-77.4% |
| Participant deferral / active EE | $1,302 | $2,240-41.9% | $3,835-66.1% | $3,350-61.1% |
| Admin fee / account holder | $102 | $537-81.0% | $4,848-97.9% | $521-80.4% |