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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,077 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,190 | $51,447-4.4% | $104,639-53.0% | $73,412-33.0% |
| Participation rate | 54.5% | 68.2%-13.7pp | 74.1%-19.6pp | 72.2%-17.7pp |
| Annual return | 7.56% | 25.06%-17.5pp | 340.67%-333.1pp | 59.30%-51.7pp |
| Employer contribution / active EE | $661 | $1,441-54.2% | $2,682-75.4% | $2,234-70.4% |
| Participant deferral / active EE | $3,470 | $3,058+13.5% | $3,738-7.2% | $3,806-8.8% |
| Admin fee / account holder | $41 | $122-66.6% | $6,465-99.4% | $158-74.2% |