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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,134 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,311 | $90,607-82.0% | $79,467-79.5% | $135,380-88.0% |
| Participation rate | 65.2% | 76.0%-10.8pp | 73.3%-8.1pp | 82.6%-17.4pp |
| Annual return | -78.17% | 977.74%-1055.9pp | 718.30%-796.5pp | 519.81%-598.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,473 | $4,050-63.6% | $3,704-60.2% | $5,609-73.7% |
| Admin fee / account holder | $267 | $5,895-95.5% | $5,104-94.8% | $10,828-97.5% |