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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $722 |
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 | $89,117 | $72,404+23.1% | $110,238-19.2% | $64,186+38.8% |
| Participation rate | 51.1% | 73.3%-22.2pp | 79.8%-28.7pp | 69.6%-18.4pp |
| Annual return | -5.82% | -6.29%+0.5pp | 314.74%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,223 | $3,469-35.9% | $4,672-52.4% | $3,470-35.9% |
| Admin fee / account holder | $12 | $5,664-99.8% | $8,547-99.9% | $4,888-99.7% |