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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $116,816 |
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 | $15,000 | $104,544-85.7% | $96,534-84.5% | $80,157-81.3% |
| Participation rate | 94.4% | 86.4%+8.0pp | 76.0%+18.4pp | 72.9%+21.5pp |
| Annual return | 34.12% | 21.79%+12.3pp | 25.88%+8.2pp | 40.39%-6.3pp |
| Employer contribution / active EE | $1,706 | $3,527-51.6% | $2,965-42.5% | $2,977-42.7% |
| Participant deferral / active EE | $3,047 | $6,170-50.6% | $4,851-37.2% | $5,015-39.2% |
| Admin fee / account holder | $62 | $107-42.2% | $8,253-99.3% | $145-57.4% |