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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,762 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,367 | $46,173-86.2% | $170,435-96.3% | $69,631-90.9% |
| Participation rate | 74.3% | 63.9%+10.4pp | 83.6%-9.3pp | 70.7%+3.6pp |
| Annual return | 22.32% | 21.62%+0.7pp | 205.94%-183.6pp | 27571.02%-27548.7pp |
| Employer contribution / active EE | $298 | $1,610-81.5% | $5,432-94.5% | $2,032-85.3% |
| Participant deferral / active EE | $1,014 | $2,080-51.3% | $4,939-79.5% | $3,224-68.6% |
| Admin fee / account holder | $64 | $116-44.7% | $13,881-99.5% | $110-41.9% |