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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,691 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,959 | $65,125-95.5% | $143,797-97.9% | $66,949-95.6% |
| Participation rate | 78.0% | 65.2%+12.8pp | 80.3%-2.3pp | 69.8%+8.2pp |
| Annual return | 0.00% | -11.13%+11.1pp | -0.04%0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $526 | $2,362-77.7% | $4,952-89.4% | $2,545-79.3% |
| Participant deferral / active EE | $2,377 | $2,920-18.6% | $5,638-57.8% | $4,239-43.9% |
| Admin fee / account holder | $35 | $503-93.0% | $14,679-99.8% | $594-94.1% |