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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,120 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,617 | $89,465-55.7% | $164,866-76.0% | $77,671-49.0% |
| Participation rate | 62.9% | 78.6%-15.7pp | 78.6%-15.7pp | 70.6%-7.7pp |
| Annual return | 12.90% | 28.81%-15.9pp | 69.97%-57.1pp | 31.21%-18.3pp |
| Employer contribution / active EE | $0 | $2,568-100.0% | $4,343-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,234 | $4,897-54.4% | $6,033-63.0% | $4,648-51.9% |
| Admin fee / account holder | $25 | $340-92.6% | $12,689-99.8% | $430-94.2% |