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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,851 |
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 | $15,290 | $73,839-79.3% | $143,788-89.4% | $68,495-77.7% |
| Participation rate | 33.3% | 66.7%-33.3pp | 80.3%-47.0pp | 67.9%-34.6pp |
| Annual return | -13.44% | 1.01%-14.5pp | -0.03%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $739 | $3,184-76.8% | $4,952-85.1% | $2,596-71.6% |
| Participant deferral / active EE | $836 | $3,384-75.3% | $5,638-85.2% | $4,028-79.2% |
| Admin fee / account holder | $128 | $5,755-97.8% | $14,675-99.1% | $5,403-97.6% |