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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,106 |
Service code 49 · EIN 74-2794194 | Other Services | $25,099 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,400 | $56,540-26.8% | $185,849-77.7% | $86,821-52.3% |
| Participation rate | 55.3% | 65.5%-10.2pp | 81.7%-26.4pp | 72.3%-17.0pp |
| Annual return | 13.47% | 118.20%-104.7pp | 122.10%-108.6pp | 97.94%-84.5pp |
| Employer contribution / active EE | $322 | $1,844-82.5% | $5,169-93.8% | $2,406-86.6% |
| Participant deferral / active EE | $1,681 | $2,555-34.2% | $5,569-69.8% | $4,132-59.3% |
| Admin fee / account holder | $157 | $150+4.9% | $16,244-99.0% | $170-7.4% |