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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,322 | $50,637-71.7% | $86,590-83.5% | $62,292-77.0% |
| Participation rate | 42.7% | 67.9%-25.2pp | 73.5%-30.8pp | 69.5%-26.8pp |
| Annual return | 9.42% | 20.80%-11.4pp | 964.84%-955.4pp | 28.90%-19.5pp |
| Employer contribution / active EE | $349 | $2,075-83.2% | $2,839-87.7% | $2,042-82.9% |
| Participant deferral / active EE | $804 | $2,611-69.2% | $3,609-77.7% | $3,169-74.6% |
| Admin fee / account holder | $88 | $413-78.8% | $4,906-98.2% | $479-81.7% |