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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,808 |
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 | $13,883 | $55,453-75.0% | $170,435-91.9% | $62,293-77.7% |
| Participation rate | 55.5% | 66.4%-10.9pp | 83.6%-28.1pp | 69.5%-14.0pp |
| Annual return | 13.49% | 21.38%-7.9pp | 205.94%-192.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,020 | $2,303-55.7% | $4,939-79.4% | $3,169-67.8% |
| Admin fee / account holder | $74 | $455-83.7% | $13,881-99.5% | $479-84.5% |