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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,355 |
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).
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 | $40,419 | $35,986+12.3% | $77,513-47.9% | $73,493-45.0% |
| Participation rate | 38.9% | 40.8%-1.9pp | 54.2%-15.3pp | 70.7%-31.8pp |
| Annual return | 17.13% | 19.26%-2.1pp | 54.81%-37.7pp | 28.51%-11.4pp |
| Employer contribution / active EE | $238 | $557-57.3% | $987-75.9% | $2,270-89.5% |
| Participant deferral / active EE | $651 | $1,198-45.6% | $1,861-65.0% | $3,740-82.6% |
| Admin fee / account holder | $453 | $466-2.8% | $2,859-84.2% | $513-11.8% |