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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,761 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,015 | $55,453-67.5% | $170,435-89.4% | $62,293-71.1% |
| Participation rate | 49.5% | 66.4%-16.8pp | 83.6%-34.1pp | 69.5%-20.0pp |
| Annual return | 43.17% | 21.38%+21.8pp | 205.94%-162.8pp | 28.90%+14.3pp |
| Employer contribution / active EE | $284 | $2,164-86.9% | $5,432-94.8% | $2,042-86.1% |
| Participant deferral / active EE | $1,064 | $2,303-53.8% | $4,939-78.5% | $3,169-66.4% |
| Admin fee / account holder | $63 | $455-86.2% | $13,881-99.5% | $479-86.9% |