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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $428 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,688 | $73,823-65.2% | $379,746-93.2% | $73,497-65.0% |
| Participation rate | 23.3% | 73.1%-49.8pp | 78.4%-55.1pp | 70.7%-47.4pp |
| Annual return | 19.89% | 29.06%-9.2pp | 34.90%-15.0pp | 28.51%-8.6pp |
| Employer contribution / active EE | $0 | $2,472-100.0% | $3,540-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,422 | $4,038-64.8% | $6,024-76.4% | $3,740-62.0% |
| Admin fee / account holder | $16 | $607-97.4% | $7,927-99.8% | $513-96.9% |