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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,250 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | 5.68% | -1.32%+7.0pp | -0.67%+6.3pp | 10.56%-4.9pp |
| Employer contribution / active EE | $17,310 | $18,687-7.4% | $31,731-45.4% | $13,643+26.9% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |