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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,519 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,165 | $65,703+29.6% | $94,224-9.6% | $59,632+42.8% |
| Participation rate | 62.8% | 72.1%-9.3pp | 78.8%-16.0pp | 68.7%-5.9pp |
| Annual return | 0.80% | 5.22%-4.4pp | 10.68%-9.9pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,099 | $3,143-33.2% | $4,320-51.4% | $3,192-34.2% |
| Admin fee / account holder | $23 | $4,264-99.5% | $6,269-99.6% | $4,297-99.5% |