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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $874 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,524 | $70,002-23.5% | $115,038-53.5% | $52,331+2.3% |
| Participation rate | 41.2% | 72.1%-30.9pp | 81.4%-40.1pp | 68.1%-26.9pp |
| Annual return | 0.57% | 4.04%-3.5pp | 26.14%-25.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,826 | $4,920-42.5% | $6,026-53.1% | $3,022-6.5% |
| Admin fee / account holder | $11 | $566-98.0% | $8,175-99.9% | $592-98.1% |