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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $630 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,114 | $99,957-79.9% | $149,730-86.6% | $73,493-72.6% |
| Participation rate | 90.6% | 75.7%+14.9pp | 82.5%+8.1pp | 70.7%+19.9pp |
| Annual return | 21.85% | 53.87%-32.0pp | 276.70%-254.9pp | 28.51%-6.7pp |
| Employer contribution / active EE | $1,590 | $3,191-50.2% | $4,645-65.8% | $2,270-30.0% |
| Participant deferral / active EE | $2,509 | $6,073-58.7% | $6,843-63.3% | $3,740-32.9% |
| Admin fee / account holder | $6 | $551-98.9% | $9,310-99.9% | $513-98.8% |