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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,267 |
Annual investment return 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 | $12,859 | $130,052-90.1% | $86,698-85.2% | $77,906-83.5% |
| Participation rate | 95.3% | 85.9%+9.3pp | 76.6%+18.7pp | 73.7%+21.6pp |
| Annual return | -18.99% | -12.73%-6.3pp | 35.95%-54.9pp | 12.16%-31.1pp |
| Employer contribution / active EE | $1,996 | $3,214-37.9% | $2,837-29.6% | $2,846-29.9% |
| Participant deferral / active EE | $3,451 | $5,741-39.9% | $4,656-25.9% | $4,805-28.2% |
| Admin fee / account holder | $70 | $132-46.7% | $7,493-99.1% | $133-47.0% |