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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,240 |
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).
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 | $22,854 | $39,162-41.6% | $100,671-77.3% | $59,633-61.7% |
| Participation rate | 51.1% | 55.9%-4.8pp | 70.7%-19.6pp | 68.7%-17.6pp |
| Annual return | -0.66% | 21.07%-21.7pp | 20.43%-21.1pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $406 | $1,151-64.7% | $4,012-89.9% | $2,203-81.6% |
| Participant deferral / active EE | $1,472 | $1,992-26.1% | $3,144-53.2% | $3,192-53.9% |
| Admin fee / account holder | $18 | $2,969-99.4% | $4,850-99.6% | $4,297-99.6% |