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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,684 |
Service code 49 · EIN 52-2114207 | Other Services | $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.
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 | $72,668 | $38,969+86.5% | $109,313-33.5% | $55,167+31.7% |
| Participation rate | 34.4% | 58.2%-23.8pp | 71.3%-36.9pp | 69.0%-34.6pp |
| Annual return | 8.37% | 8.26%+0.1pp | 22.07%-13.7pp | 169.23%-160.9pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,426 | $2,176-34.5% | $3,166-55.0% | $3,054-53.3% |
| Admin fee / account holder | $255 | $501-49.2% | $5,666-95.5% | $504-49.5% |