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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $961 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,167 | $46,072-30.2% | $69,779-53.9% | $55,167-41.7% |
| Participation rate | 41.8% | 67.5%-25.7pp | 71.8%-30.1pp | 69.0%-27.2pp |
| Annual return | 9.35% | 8.68%+0.7pp | 12.99%-3.6pp | 169.23%-159.9pp |
| Employer contribution / active EE | $0 | $1,500-100.0% | $2,338-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,998 | $2,344-14.7% | $2,931-31.8% | $3,054-34.6% |
| Admin fee / account holder | $14 | $428-96.8% | $4,381-99.7% | $504-97.3% |