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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,720 |
Service code 49 · EIN 52-2114207 | Other Services | $65,420 |
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.
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 | $15,634 | $43,110-63.7% | $156,551-90.0% | $65,292-76.1% |
| Participation rate | 58.3% | 69.3%-11.0pp | 84.0%-25.7pp | 72.4%-14.1pp |
| Annual return | 6.67% | 11.24%-4.6pp | 32.23%-25.6pp | 11.84%-5.2pp |
| Employer contribution / active EE | $635 | $1,702-62.7% | $5,501-88.5% | $2,302-72.4% |
| Participant deferral / active EE | $1,047 | $2,520-58.5% | $4,871-78.5% | $3,579-70.8% |
| Admin fee / account holder | $22 | $47-53.3% | $13,028-99.8% | $57-61.5% |