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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,918 | $39,245-59.4% | $64,105-75.2% | $52,331-69.6% |
| Participation rate | 49.6% | 58.2%-8.6pp | 68.2%-18.6pp | 68.1%-18.5pp |
| Annual return | -1.35% | 14.79%-16.1pp | 791.24%-792.6pp | 4.54%-5.9pp |
| Employer contribution / active EE | $931 | $736+26.5% | $1,820-48.8% | $1,882-50.5% |
| Participant deferral / active EE | $1,619 | $1,992-18.7% | $2,822-42.6% | $3,022-46.4% |
| Admin fee / account holder | $18 | $592-96.9% | $4,499-99.6% | $592-96.9% |