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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,001 |
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 | $8,395 | $55,437-84.9% | $155,534-94.6% | $74,459-88.7% |
| Participation rate | 89.0% | 61.9%+27.1pp | 78.2%+10.8pp | 67.2%+21.8pp |
| Annual return | 49.09% | 269.58%-220.5pp | 64.92%-15.8pp | 1369.70%-1320.6pp |
| Employer contribution / active EE | $685 | $2,266-69.8% | $4,675-85.4% | $2,626-73.9% |
| Participant deferral / active EE | $2,199 | $2,837-22.5% | $5,630-60.9% | $4,350-49.4% |
| Admin fee / account holder | $80 | $1,742-95.4% | $15,900-99.5% | $1,945-95.9% |