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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,741 |
Service code 49 · EIN 74-2794194 | Other Services | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,929 | $52,293-50.4% | $178,499-85.5% | $73,412-64.7% |
| Participation rate | 47.0% | 65.3%-18.3pp | 81.9%-34.9pp | 72.2%-25.1pp |
| Annual return | 19.20% | 34.75%-15.5pp | 151.10%-131.9pp | 59.30%-40.1pp |
| Employer contribution / active EE | $261 | $1,735-85.0% | $5,011-94.8% | $2,234-88.3% |
| Participant deferral / active EE | $1,155 | $2,332-50.5% | $5,202-77.8% | $3,806-69.6% |
| Admin fee / account holder | $71 | $127-44.6% | $13,986-99.5% | $158-55.3% |