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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 302 KNIGHTS RUN AVE. · TAMPA, FL 336025974 | Contract Administrator | $13,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,869 | $37,044-70.7% | $71,796-84.9% | $57,658-81.2% |
| Participation rate | 43.6% | 61.1%-17.6pp | 69.1%-25.5pp | 70.2%-26.7pp |
| Annual return | 13.23% | 12.64%+0.6pp | 78.04%-64.8pp | 5.13%+8.1pp |
| Employer contribution / active EE | $348 | $720-51.7% | $1,924-81.9% | $1,974-82.4% |
| Participant deferral / active EE | $1,779 | $1,974-9.9% | $2,794-36.3% | $3,061-41.9% |
| Admin fee / account holder | $44 | $101-56.2% | $4,815-99.1% | $95-53.3% |