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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,017 |
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).
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 | $37,694 | $56,640-33.4% | $78,002-51.7% | $55,167-31.7% |
| Participation rate | 42.8% | 73.3%-30.5pp | 75.5%-32.7pp | 69.0%-26.2pp |
| Annual return | 1.81% | 2868.48%-2866.7pp | 425.99%-424.2pp | 169.23%-167.4pp |
| Employer contribution / active EE | $619 | $1,724-64.1% | $2,470-74.9% | $1,963-68.5% |
| Participant deferral / active EE | $1,120 | $2,778-59.7% | $3,497-68.0% | $3,054-63.3% |
| Admin fee / account holder | $274 | $467-41.3% | $5,481-95.0% | $504-45.7% |