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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $10,156 | $30,107-66.3% | $61,501-83.5% | $64,824-84.3% |
| Participation rate | 4.7% | 36.4%-31.7pp | 52.6%-47.8pp | 71.5%-66.8pp |
| Annual return | 0.00% | -13.99%+14.0pp | 339.04%-339.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $88 | $537-83.6% | $1,160-92.4% | $2,507-96.5% |
| Participant deferral / active EE | $401 | $1,126-64.4% | $2,125-81.1% | $4,311-90.7% |
| Admin fee / account holder | $114 | $148-22.9% | $2,132-94.6% | $188-39.2% |