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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,574 | $66,528-75.1% | $86,615-80.9% | $86,821-80.9% |
| Participation rate | 42.1% | 72.4%-30.2pp | 71.6%-29.5pp | 72.3%-30.2pp |
| Annual return | 22.96% | 19.56%+3.4pp | 63.51%-40.6pp | 97.94%-75.0pp |
| Employer contribution / active EE | $848 | $2,007-57.7% | $2,496-66.0% | $2,406-64.7% |
| Participant deferral / active EE | $1,782 | $3,240-45.0% | $3,699-51.8% | $4,132-56.9% |
| Admin fee / account holder | $121 | $148-18.4% | $5,830-97.9% | $170-28.7% |