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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,004 |
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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 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 6.67% | 12.03%-5.4pp | 12.93%-6.3pp | 13.59%-6.9pp |
| Employer contribution / active EE | $21,481 | $19,417+10.6% | $35,210-39.0% | $14,592+47.2% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |