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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,655 |
Service code 49 · EIN 52-2114207 | Other Services | $69,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,553 | $48,835-62.0% | $170,435-89.1% | $177,276-89.5% |
| Participation rate | 56.7% | 72.1%-15.4pp | 83.6%-26.9pp | 74.8%-18.2pp |
| Annual return | 18.71% | 19.44%-0.7pp | 205.94%-187.2pp | 21.25%-2.5pp |
| Employer contribution / active EE | $653 | $1,798-63.7% | $5,432-88.0% | $2,479-73.6% |
| Participant deferral / active EE | $1,080 | $2,757-60.8% | $4,939-78.1% | $3,881-72.2% |
| Admin fee / account holder | $21 | $52-60.5% | $13,881-99.9% | $154-86.7% |