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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $500 |
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 | $35,236 | $48,570-27.5% | $130,660-73.0% | $72,975-51.7% |
| Participation rate | 41.6% | 58.6%-17.0pp | 71.7%-30.2pp | 69.5%-27.9pp |
| Annual return | 22.11% | 38.63%-16.5pp | 1709.29%-1687.2pp | 81.01%-58.9pp |
| Employer contribution / active EE | $520 | $1,334-61.1% | $4,092-87.3% | $2,440-78.7% |
| Participant deferral / active EE | $1,801 | $2,384-24.4% | $3,603-50.0% | $3,608-50.1% |
| Admin fee / account holder | $9 | $3,549-99.8% | $5,463-99.8% | $5,124-99.8% |