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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,113 |
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 | $25,163 | $47,977-47.6% | $154,114-83.7% | $56,287-55.3% |
| Participation rate | 29.3% | 66.2%-36.9pp | 83.0%-53.7pp | 69.9%-40.5pp |
| Annual return | -7.09% | 3.54%-10.6pp | 735.16%-742.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $514 | $2,169-76.3% | $5,298-90.3% | $2,111-75.6% |
| Participant deferral / active EE | $633 | $2,392-73.5% | $5,081-87.5% | $3,350-81.1% |
| Admin fee / account holder | $235 | $438-46.3% | $13,411-98.2% | $521-54.9% |