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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,299 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,259 | $55,449-59.9% | $83,830-73.4% | $56,287-60.5% |
| Participation rate | 10.4% | 68.0%-57.6pp | 76.1%-65.8pp | 69.9%-59.5pp |
| Annual return | -7.93% | -1.38%-6.5pp | 850.97%-858.9pp | -9.96%+2.0pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $401 | $2,935-86.3% | $4,082-90.2% | $3,350-88.0% |
| Admin fee / account holder | $300 | $656-54.3% | $5,479-94.5% | $521-42.4% |