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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,050 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,604 | $55,453-50.2% | $170,435-83.8% | $62,293-55.7% |
| Participation rate | 27.6% | 66.4%-38.8pp | 83.6%-56.0pp | 69.5%-41.9pp |
| Annual return | 10.08% | 21.38%-11.3pp | 205.94%-195.9pp | 28.90%-18.8pp |
| Employer contribution / active EE | $470 | $2,164-78.3% | $5,432-91.3% | $2,042-77.0% |
| Participant deferral / active EE | $576 | $2,303-75.0% | $4,939-88.3% | $3,169-81.8% |
| Admin fee / account holder | $212 | $455-53.4% | $13,881-98.5% | $479-55.8% |