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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,341 |
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 | $8,296 | $176,471-95.3% | $95,960-91.4% | $90,274-90.8% |
| Participation rate | 88.7% | 86.6%+2.1pp | 77.1%+11.6pp | 73.4%+15.3pp |
| Annual return | 24.27% | 20.15%+4.1pp | 91.63%-67.4pp | 53.97%-29.7pp |
| Employer contribution / active EE | $1,579 | $2,783-43.3% | $2,541-37.9% | $2,523-37.4% |
| Participant deferral / active EE | $2,584 | $5,325-51.5% | $4,167-38.0% | $4,231-38.9% |
| Admin fee / account holder | $26 | $154-82.9% | $6,797-99.6% | $114-76.9% |