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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,082 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,966 | $37,134-22.0% | $100,671-71.2% | $52,331-44.6% |
| Participation rate | 32.9% | 57.7%-24.8pp | 70.7%-37.8pp | 68.1%-35.2pp |
| Annual return | 0.33% | 0.10%+0.2pp | 20.43%-20.1pp | 4.54%-4.2pp |
| Employer contribution / active EE | $0 | $1,187-100.0% | $4,012-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $559 | $2,163-74.2% | $3,144-82.2% | $3,022-81.5% |
| Admin fee / account holder | $170 | $467-63.5% | $4,850-96.5% | $592-71.2% |