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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $640 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $35,652 | $63,156-43.5% | $122,354-70.9% | $62,293-42.8% |
| Participation rate | 38.1% | 60.0%-21.9pp | 71.6%-33.5pp | 69.5%-31.4pp |
| Annual return | 17.61% | 20.61%-3.0pp | 30.28%-12.7pp | 28.90%-11.3pp |
| Employer contribution / active EE | $429 | $1,385-69.0% | $4,051-89.4% | $2,042-79.0% |
| Participant deferral / active EE | $1,362 | $2,321-41.3% | $3,287-58.6% | $3,169-57.0% |
| Admin fee / account holder | $10 | $440-97.6% | $5,479-99.8% | $479-97.8% |