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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,083 |
Service code 49 · EIN 74-2794194 | Other Services | $7,845 |
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.
Annual investment return 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 | $29,785 | $61,338-51.4% | $149,717-80.1% | $71,495-58.3% |
| Participation rate | 58.9% | 62.5%-3.6pp | 78.8%-19.9pp | 67.9%-9.1pp |
| Annual return | 12.70% | 35.86%-23.2pp | 134.41%-121.7pp | 28.85%-16.1pp |
| Employer contribution / active EE | $1,222 | $2,381-48.7% | $4,820-74.7% | $2,589-52.8% |
| Participant deferral / active EE | $750 | $2,919-74.3% | $5,682-86.8% | $4,291-82.5% |
| Admin fee / account holder | $104 | $1,263-91.7% | $13,213-99.2% | $1,588-93.4% |