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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,629 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $58,320-100.0% | $86,438-100.0% | $66,938-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 80.3%-80.3pp | 69.8%-69.8pp |
| Annual return | -13.36% | -9.71%-3.6pp | 4397.19%-4410.6pp | 1.58%-14.9pp |
| Employer contribution / active EE | $5,492 | $2,615+110.0% | $3,769+45.7% | $2,545+115.8% |
| Participant deferral / active EE | $8,434 | $6,899+22.2% | $6,952+21.3% | $4,238+99.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,733-100.0% | $594-100.0% |