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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,068 | $29,369-48.7% | $77,513-80.6% | $73,412-79.5% |
| Participation rate | 2.4% | 37.9%-35.5pp | 54.2%-51.8pp | 72.2%-69.8pp |
| Annual return | 34.53% | 358.15%-323.6pp | 54.81%-20.3pp | 59.30%-24.8pp |
| Employer contribution / active EE | $119 | $406-70.6% | $987-87.9% | $2,234-94.7% |
| Participant deferral / active EE | $464 | $941-50.7% | $1,861-75.1% | $3,806-87.8% |
| Admin fee / account holder | $319 | $123+160.1% | $2,859-88.8% | $158+102.2% |