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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,806 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,667 | $120,450-87.8% | $159,474-90.8% | $93,010-84.2% |
| Participation rate | 39.8% | 78.0%-38.2pp | 82.8%-43.0pp | 73.9%-34.1pp |
| Annual return | 184.86% | 27.11%+157.7pp | 263.68%-78.8pp | 158.70%+26.2pp |
| Employer contribution / active EE | $958 | $3,526-72.8% | $4,831-80.2% | $2,705-64.6% |
| Participant deferral / active EE | $1,869 | $7,283-74.3% | $7,353-74.6% | $4,561-59.0% |
| Admin fee / account holder | $70 | $137-48.6% | $10,802-99.4% | $152-53.7% |