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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,440 |
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 | $5,009 | $34,634-85.5% | $77,100-93.5% | $64,824-92.3% |
| Participation rate | 13.7% | 49.8%-36.2pp | 67.9%-54.3pp | 71.5%-57.8pp |
| Annual return | 0.00% | -5.31%+5.3pp | 42.35%-42.4pp | 32.84%-32.8pp |
| Employer contribution / active EE | $209 | $1,385-84.9% | $2,815-92.6% | $2,507-91.6% |
| Participant deferral / active EE | $260 | $2,553-89.8% | $4,430-94.1% | $4,311-94.0% |
| Admin fee / account holder | $48 | $178-73.0% | $5,443-99.1% | $188-74.4% |