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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,933 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,141 | $60,607-91.5% | $189,575-97.3% | $86,821-94.1% |
| Participation rate | 62.5% | 68.9%-6.3pp | 78.4%-15.9pp | 72.3%-9.7pp |
| Annual return | 20.20% | 65.18%-45.0pp | 64.19%-44.0pp | 97.94%-77.7pp |
| Employer contribution / active EE | $0 | $1,626-100.0% | $4,412-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $964 | $3,895-75.2% | $6,174-84.4% | $4,132-76.7% |
| Admin fee / account holder | $93 | $159-41.5% | $9,806-99.1% | $170-45.2% |