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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,577 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,667 | $81,208-91.8% | $98,916-93.3% | $79,858-91.7% |
| Participation rate | 82.5% | 72.5%+10.0pp | 76.0%+6.4pp | 69.6%+12.8pp |
| Annual return | 16.63% | 60.99%-44.4pp | 196.45%-179.8pp | 31.72%-15.1pp |
| Employer contribution / active EE | $3 | $1,960-99.8% | $2,689-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $2,185 | $3,265-33.1% | $4,245-48.5% | $3,740-41.6% |
| Admin fee / account holder | $29 | $6,013-99.5% | $6,642-99.6% | $5,306-99.4% |