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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,247 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,600 | $47,180-5.5% | $149,723-70.2% | $74,473-40.1% |
| Participation rate | 24.2% | 63.4%-39.2pp | 78.8%-54.6pp | 70.7%-46.5pp |
| Annual return | 36.36% | 22.75%+13.6pp | 134.50%-98.1pp | 34.36%+2.0pp |
| Employer contribution / active EE | $512 | $1,907-73.1% | $4,821-89.4% | $2,638-80.6% |
| Participant deferral / active EE | $864 | $2,730-68.4% | $5,682-84.8% | $4,530-80.9% |
| Admin fee / account holder | $207 | $343-39.6% | $13,215-98.4% | $347-40.3% |