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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,797 |
Filed as: ROYAL ALLIANCE ASSOCIATES INC. Service code 49 · EIN 93-0987232 | Other Services | $10,466 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,286 | $75,183-73.0% | $123,894-83.6% | $55,167-63.2% |
| Participation rate | 53.5% | 72.8%-19.3pp | 81.4%-27.9pp | 69.0%-15.5pp |
| Annual return | 7.08% | 19.01%-11.9pp | 47.52%-40.4pp | 169.23%-162.1pp |
| Employer contribution / active EE | $448 | $2,823-84.1% | $4,617-90.3% | $1,963-77.2% |
| Participant deferral / active EE | $1,242 | $5,084-75.6% | $5,984-79.3% | $3,054-59.3% |
| Admin fee / account holder | $183 | $663-72.3% | $8,357-97.8% | $504-63.6% |