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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,955 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,813 | $54,573-34.4% | $90,951-60.6% | $73,488-51.3% |
| Participation rate | 33.1% | 61.2%-28.1pp | 69.0%-35.9pp | 70.7%-37.6pp |
| Annual return | 12.06% | 16.69%-4.6pp | 134.60%-122.5pp | 28.51%-16.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,428 | $2,517-43.3% | $3,373-57.7% | $3,740-61.8% |
| Admin fee / account holder | $199 | $521-61.8% | $5,959-96.7% | $513-61.2% |