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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $21,824 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,003 | $62,928-74.6% | $172,753-90.7% | $67,582-76.3% |
| Participation rate | 29.9% | 64.5%-34.6pp | 82.6%-52.8pp | 71.3%-41.4pp |
| Annual return | 14.64% | 30.36%-15.7pp | 803.00%-788.4pp | 378.57%-363.9pp |
| Employer contribution / active EE | $316 | $1,636-80.7% | $5,144-93.9% | $2,148-85.3% |
| Participant deferral / active EE | $817 | $2,145-61.9% | $5,198-84.3% | $3,539-76.9% |
| Admin fee / account holder | $189 | $167+13.6% | $13,956-98.6% | $142+33.1% |