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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,199 | $40,435+1.9% | $80,627-48.9% | $74,460-44.7% |
| Participation rate | 5.9% | 47.4%-41.5pp | 67.0%-61.1pp | 70.7%-64.8pp |
| Annual return | 21.30% | 165.19%-143.9pp | 936.76%-915.5pp | 34.38%-13.1pp |
| Employer contribution / active EE | $280 | $1,498-81.3% | $2,723-89.7% | $2,638-89.4% |
| Participant deferral / active EE | $606 | $2,673-77.3% | $4,443-86.4% | $4,530-86.6% |
| Admin fee / account holder | $536 | $721-25.6% | $5,381-90.0% | $348+54.2% |