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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,623 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,947 | $71,192-88.8% | $117,861-93.3% | $62,293-87.2% |
| Participation rate | 55.0% | 74.2%-19.2pp | 79.7%-24.6pp | 69.5%-14.5pp |
| Annual return | 26.87% | 18.66%+8.2pp | 335.11%-308.2pp | 28.90%-2.0pp |
| Employer contribution / active EE | $242 | $1,934-87.5% | $3,786-93.6% | $2,042-88.1% |
| Participant deferral / active EE | $2,223 | $3,189-30.3% | $4,482-50.4% | $3,169-29.8% |
| Admin fee / account holder | $77 | $587-86.8% | $8,021-99.0% | $479-83.9% |