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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,561 | $46,732-79.5% | $156,551-93.9% | $55,167-82.7% |
| Participation rate | 35.6% | 65.8%-30.2pp | 84.0%-48.5pp | 69.0%-33.4pp |
| Annual return | 3.05% | 17.72%-14.7pp | 32.23%-29.2pp | 169.23%-166.2pp |
| Employer contribution / active EE | $311 | $2,105-85.2% | $5,501-94.4% | $1,963-84.2% |
| Participant deferral / active EE | $1,117 | $2,204-49.3% | $4,871-77.1% | $3,054-63.4% |
| Admin fee / account holder | $91 | $418-78.1% | $13,028-99.3% | $504-81.8% |