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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $176,583 |
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 | $18,037 | $110,282-83.6% | $102,423-82.4% | $199,921-91.0% |
| Participation rate | 93.5% | 86.3%+7.2pp | 76.5%+17.0pp | 72.0%+21.5pp |
| Annual return | 15.02% | 35.75%-20.7pp | 29.42%-14.4pp | 34.28%-19.3pp |
| Employer contribution / active EE | $1,844 | $3,603-48.8% | $3,023-39.0% | $3,035-39.2% |
| Participant deferral / active EE | $3,204 | $6,376-49.8% | $5,054-36.6% | $5,089-37.0% |
| Admin fee / account holder | $88 | $122-27.7% | $9,455-99.1% | $269-67.2% |