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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,155 | $42,546-12.7% | $71,796-48.2% | $55,167-32.6% |
| Participation rate | 38.2% | 59.1%-20.9pp | 69.1%-30.9pp | 69.0%-30.8pp |
| Annual return | 2.89% | 12.36%-9.5pp | 78.04%-75.1pp | 169.23%-166.3pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,704 | $2,064-17.4% | $2,794-39.0% | $3,054-44.2% |
| Admin fee / account holder | $187 | $650-71.2% | $4,815-96.1% | $504-62.9% |