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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,363 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,781 | $56,511-86.2% | $185,837-95.8% | $86,813-91.0% |
| Participation rate | 10.6% | 65.5%-54.9pp | 81.7%-71.1pp | 72.3%-61.7pp |
| Annual return | 39.73% | 118.12%-78.4pp | 122.08%-82.4pp | 97.93%-58.2pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $146 | $2,554-94.3% | $5,568-97.4% | $4,131-96.5% |
| Admin fee / account holder | $95 | $150-36.6% | $16,241-99.4% | $170-44.1% |