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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,407 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,139,634 | $91,406+10992.9% | $130,062+7696.0% | $74,473+13515.2% |
| Participation rate | 0.0% | 77.8%-77.8pp | 78.5%-78.5pp | 70.7%-70.7pp |
| Annual return | 15.67% | 23.21%-7.5pp | -137.37%+153.0pp | 34.36%-18.7pp |
| Employer contribution / active EE | $1,506 | $2,565-41.3% | $4,322-65.2% | $2,638-42.9% |
| Participant deferral / active EE | $3,256 | $4,724-31.1% | $5,821-44.1% | $4,530-28.1% |
| Admin fee / account holder | $59,407 | $283+20863.9% | $10,601+460.4% | $347+17018.1% |