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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,444 |
Participant contribution per participant 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.
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 | $3,928 | $78,852-95.0% | $76,767-94.9% | $75,289-94.8% |
| Participation rate | 91.6% | 85.0%+6.6pp | 77.0%+14.7pp | 72.4%+19.2pp |
| Annual return | 0.00% | -1.29%+1.3pp | 2.43%-2.4pp | -0.04%0pp |
| Employer contribution / active EE | $1,122 | $2,794-59.9% | $2,485-54.9% | $2,405-53.4% |
| Participant deferral / active EE | $1,627 | $4,800-66.1% | $3,852-57.8% | $3,739-56.5% |
| Admin fee / account holder | $5 | $79-94.2% | $6,675-99.9% | $102-95.6% |