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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $79,623 | $37,117+114.5% | $147,617-46.1% | $55,191+44.3% |
| Participation rate | 37.5% | 63.6%-26.1pp | 84.6%-47.1pp | 69.2%-31.6pp |
| Annual return | 21.36% | 3.44%+17.9pp | 61.98%-40.6pp | 10.78%+10.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,390 | $1,985+20.4% | $4,895-51.2% | $3,046-21.5% |
| Admin fee / account holder | $17 | $86-80.5% | $11,612-99.9% | $91-81.6% |