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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,182 | $25,723-52.6% | $69,182-82.4% | $55,167-77.9% |
| Participation rate | 46.2% | 39.4%+6.8pp | 55.1%-8.9pp | 69.0%-22.8pp |
| Annual return | 6.21% | 9.56%-3.4pp | -21.93%+28.1pp | 169.23%-163.0pp |
| Employer contribution / active EE | $497 | $480+3.5% | $1,206-58.8% | $1,963-74.7% |
| Participant deferral / active EE | $1,615 | $963+67.6% | $1,897-14.9% | $3,054-47.1% |
| Admin fee / account holder | $68 | $365-81.2% | $2,697-97.5% | $504-86.4% |