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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,203 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $6,612 |
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.
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).
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 | $27,985 | $40,522-30.9% | $84,637-66.9% | $67,582-58.6% |
| Participation rate | 21.1% | 51.1%-30.0pp | 68.2%-47.2pp | 71.3%-50.2pp |
| Annual return | 2.64% | 32.72%-30.1pp | 258.82%-256.2pp | 378.57%-375.9pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $755 | $2,132-64.6% | $3,900-80.6% | $3,539-78.7% |
| Admin fee / account holder | $210 | $145+44.3% | $4,914-95.7% | $142+47.3% |