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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127390 | Contract Administrator | $1,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,898 | $88,324-75.2% | $115,037-81.0% | $55,191-60.3% |
| Participation rate | 29.1% | 72.5%-43.5pp | 81.4%-52.3pp | 69.2%-40.1pp |
| Annual return | 10.68% | 6.30%+4.4pp | 26.14%-15.5pp | 10.78%-0.1pp |
| Employer contribution / active EE | $991 | $2,805-64.7% | $4,608-78.5% | $1,899-47.8% |
| Participant deferral / active EE | $1,868 | $5,042-63.0% | $6,026-69.0% | $3,046-38.7% |
| Admin fee / account holder | $11 | $105-89.7% | $8,175-99.9% | $91-88.0% |