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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,603 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,961 | $47,746-60.3% | $70,160-73.0% | $74,473-74.5% |
| Participation rate | 32.8% | 72.7%-39.9pp | 78.8%-46.1pp | 70.7%-38.0pp |
| Annual return | 0.67% | 18.37%-17.7pp | 19.08%-18.4pp | 34.36%-33.7pp |
| Employer contribution / active EE | $0 | $2,297-100.0% | $4,285-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $504 | $3,187-84.2% | $5,394-90.7% | $4,530-88.9% |
| Admin fee / account holder | $171 | $567-69.9% | $4,582-96.3% | $347-50.7% |