Filed December 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $9,098 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,396 |
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.
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 | $24,302 | $43,423-44.0% | $78,676-69.1% | $55,167-55.9% |
| Participation rate | 66.7% | 68.0%-1.4pp | 73.6%-6.9pp | 69.0%-2.3pp |
| Annual return | 7.61% | 11.53%-3.9pp | 62.19%-54.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $2,855 | $1,997+43.0% | $2,850+0.2% | $1,963+45.5% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $14 | $416-96.7% | $4,510-99.7% | $504-97.2% |