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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $10,608 | $56,054-81.1% | $171,082-93.8% | $62,881-83.1% |
| Participation rate | 49.4% | 62.9%-13.4pp | 76.7%-27.3pp | 69.3%-19.9pp |
| Annual return | 2.09% | 22.52%-20.4pp | 32.56%-30.5pp | 20.14%-18.1pp |
| Employer contribution / active EE | $1,308 | $1,731-24.4% | $4,002-67.3% | $2,281-42.7% |
| Participant deferral / active EE | $1,846 | $3,158-41.6% | $4,797-61.5% | $3,203-42.4% |
| Admin fee / account holder | $122 | $3,647-96.7% | $8,520-98.6% | $4,296-97.2% |