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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,515 |
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 | $45,187 | $63,905-29.3% | $74,184-39.1% | $57,658-21.6% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.6%-13.0pp | 70.2%-6.6pp |
| Annual return | 4.20% | 60.60%-56.4pp | 17.74%-13.5pp | 5.13%-0.9pp |
| Employer contribution / active EE | $998 | $1,840-45.8% | $2,370-57.9% | $1,974-49.4% |
| Participant deferral / active EE | $1,227 | $3,448-64.4% | $3,550-65.4% | $3,061-59.9% |
| Admin fee / account holder | $10 | $91-88.9% | $5,586-99.8% | $95-89.3% |