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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,881 |
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.
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 | $56,265 | $129,159-56.4% | $184,243-69.5% | $77,714-27.6% |
| Participation rate | 58.2% | 87.4%-29.2pp | 86.8%-28.6pp | 70.6%-12.4pp |
| Annual return | 30.10% | 33.22%-3.1pp | 28.82%+1.3pp | 31.26%-1.2pp |
| Employer contribution / active EE | $1,894 | $4,410-57.1% | $6,427-70.5% | $2,727-30.5% |
| Participant deferral / active EE | $3,807 | $7,305-47.9% | $9,132-58.3% | $4,649-18.1% |
| Admin fee / account holder | $39 | $256-84.9% | $13,914-99.7% | $433-91.1% |