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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,631 |
Service code 49 · EIN 74-2794194 | Other Services | $17,990 |
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.
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 | $20,852 | $37,196-43.9% | $154,108-86.5% | $55,725-62.6% |
| Participation rate | 67.3% | 64.1%+3.2pp | 83.0%-15.7pp | 70.9%-3.5pp |
| Annual return | -6.61% | 1319.68%-1326.3pp | 735.21%-741.8pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,243 | $1,614-23.0% | $5,298-76.5% | $2,078-40.2% |
| Participant deferral / active EE | $1,026 | $2,068-50.4% | $5,081-79.8% | $3,356-69.4% |
| Admin fee / account holder | $107 | $102+4.9% | $13,411-99.2% | $115-7.5% |