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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,189 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,921 | $46,732-61.7% | $156,551-88.6% | $55,167-67.5% |
| Participation rate | 40.0% | 65.8%-25.8pp | 84.0%-44.0pp | 69.0%-29.0pp |
| Annual return | 9.06% | 17.72%-8.7pp | 32.23%-23.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $197 | $2,105-90.6% | $5,501-96.4% | $1,963-89.9% |
| Participant deferral / active EE | $803 | $2,204-63.5% | $4,871-83.5% | $3,054-73.7% |
| Admin fee / account holder | $80 | $418-80.8% | $13,028-99.4% | $504-84.0% |