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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,247 |
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.
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 | $13,121 | $47,977-72.7% | $154,108-91.5% | $56,289-76.7% |
| Participation rate | 47.2% | 66.2%-19.0pp | 83.0%-35.9pp | 69.9%-22.7pp |
| Annual return | -5.36% | 3.54%-8.9pp | 735.21%-740.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $952 | $2,392-60.2% | $5,081-81.3% | $3,350-71.6% |
| Admin fee / account holder | $63 | $438-85.5% | $13,411-99.5% | $521-87.8% |