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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,338 |
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 | $5,401 | $61,391-91.2% | $149,723-96.4% | $71,529-92.4% |
| Participation rate | 89.0% | 62.5%+26.4pp | 78.8%+10.2pp | 67.9%+21.0pp |
| Annual return | 33.45% | 35.88%-2.4pp | 134.50%-101.0pp | 28.97%+4.5pp |
| Employer contribution / active EE | $623 | $2,384-73.9% | $4,821-87.1% | $2,590-75.9% |
| Participant deferral / active EE | $2,114 | $2,921-27.6% | $5,682-62.8% | $4,291-50.7% |
| Admin fee / account holder | $53 | $1,264-95.8% | $13,215-99.6% | $1,588-96.7% |