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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,044 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,063 | $71,142+53.3% | $119,622-8.8% | $64,819+68.3% |
| Participation rate | 26.8% | 78.6%-51.8pp | 79.3%-52.5pp | 71.5%-44.7pp |
| Annual return | -15.67% | -10.01%-5.7pp | -14.98%-0.7pp | 32.84%-48.5pp |
| Employer contribution / active EE | $1,070 | $2,497-57.1% | $4,232-74.7% | $2,507-57.3% |
| Participant deferral / active EE | $2,308 | $4,490-48.6% | $5,601-58.8% | $4,311-46.5% |
| Admin fee / account holder | $194 | $162+19.5% | $10,328-98.1% | $188+3.1% |