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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $520 |
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).
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 | $37,127 | $43,730-15.1% | $121,220-69.4% | $64,173-42.1% |
| Participation rate | 37.8% | 58.3%-20.6pp | 71.8%-34.0pp | 69.6%-31.8pp |
| Annual return | -7.31% | 68.94%-76.3pp | 16.94%-24.3pp | 7.63%-14.9pp |
| Employer contribution / active EE | $456 | $1,297-64.8% | $4,023-88.7% | $2,381-80.8% |
| Participant deferral / active EE | $1,495 | $2,281-34.5% | $3,345-55.3% | $3,470-56.9% |
| Admin fee / account holder | $9 | $3,502-99.7% | $5,021-99.8% | $4,887-99.8% |