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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,094 |
Employer 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).
Form 5500 reported that benefits due were not provided when due.
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 | $2,593 | $58,828-95.6% | $78,002-96.7% | $62,881-95.9% |
| Participation rate | 86.1% | 71.1%+15.1pp | 75.5%+10.6pp | 69.3%+16.8pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.99%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,635 | $2,686-1.9% | $3,497-24.6% | $3,203-17.7% |
| Admin fee / account holder | $63 | $4,393-98.6% | $5,481-98.9% | $4,296-98.5% |