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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,379 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $2,049 | $32,425-93.7% | $74,577-97.3% | $55,167-96.3% |
| Participation rate | 69.3% | 54.0%+15.3pp | 68.1%+1.2pp | 69.0%+0.3pp |
| Annual return | -1.96% | 10.63%-12.6pp | 20.47%-22.4pp | 169.23%-171.2pp |
| Employer contribution / active EE | $267 | $1,043-74.4% | $2,525-89.4% | $1,963-86.4% |
| Participant deferral / active EE | $1,069 | $1,995-46.4% | $3,458-69.1% | $3,054-65.0% |
| Admin fee / account holder | $17 | $748-97.7% | $4,138-99.6% | $504-96.5% |