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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,782 | $53,162-89.1% | $91,227-93.7% | $68,490-91.6% |
| Participation rate | 15.3% | 63.2%-47.9pp | 73.2%-57.9pp | 67.9%-52.6pp |
| Annual return | -19.50% | -3.14%-16.4pp | 114.14%-133.6pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $404 | $2,974-86.4% | $4,234-90.5% | $4,028-90.0% |
| Admin fee / account holder | $112 | $4,493-97.5% | $5,423-97.9% | $5,403-97.9% |