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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,465 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,294 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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.
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 | $12,387 | $62,132-80.1% | $185,827-93.3% | $73,493-83.1% |
| Participation rate | 92.7% | 67.8%+24.9pp | 78.0%+14.7pp | 70.7%+22.0pp |
| Annual return | 26.05% | 20.44%+5.6pp | 35.96%-9.9pp | 28.51%-2.5pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,037 | $3,711-45.1% | $5,633-63.8% | $3,740-45.5% |
| Admin fee / account holder | $42 | $419-89.9% | $9,502-99.6% | $513-91.7% |