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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,146 |
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 | $17,053 | $58,888-71.0% | $178,499-90.4% | $73,493-76.8% |
| Participation rate | 37.8% | 66.2%-28.4pp | 81.9%-44.1pp | 70.7%-32.8pp |
| Annual return | 4.66% | 24.86%-20.2pp | 151.10%-146.4pp | 28.51%-23.9pp |
| Employer contribution / active EE | $540 | $2,236-75.9% | $5,011-89.2% | $2,270-76.2% |
| Participant deferral / active EE | $772 | $2,568-69.9% | $5,202-85.2% | $3,740-79.3% |
| Admin fee / account holder | $125 | $400-68.7% | $13,986-99.1% | $513-75.6% |