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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,159 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,111 | $58,320-50.1% | $86,438-66.3% | $66,938-56.5% |
| Participation rate | 28.7% | 78.6%-49.9pp | 80.3%-51.6pp | 69.8%-41.1pp |
| Annual return | -14.79% | -9.71%-5.1pp | 4397.19%-4412.0pp | 1.58%-16.4pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,357 | $6,899-80.3% | $6,952-80.5% | $4,238-68.0% |
| Admin fee / account holder | $45 | $546-91.8% | $6,733-99.3% | $594-92.5% |