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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $992 |
Employer 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,145 | $72,277-69.4% | $101,248-78.1% | $79,858-72.3% |
| Participation rate | 90.4% | 68.5%+22.0pp | 75.8%+14.6pp | 69.6%+20.8pp |
| Annual return | 10.42% | 22.30%-11.9pp | 46.47%-36.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $608 | $2,692-77.4% | $3,660-83.4% | $2,471-75.4% |
| Participant deferral / active EE | $1,626 | $3,282-50.5% | $4,370-62.8% | $3,740-56.5% |
| Admin fee / account holder | $11 | $4,400-99.7% | $5,945-99.8% | $5,306-99.8% |