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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,839 |
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.
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 | $16,290 | $41,854-61.1% | $73,836-77.9% | $52,331-68.9% |
| Participation rate | 58.1% | 66.2%-8.1pp | 73.4%-15.3pp | 68.1%-10.0pp |
| Annual return | -1.87% | 2.11%-4.0pp | 2268.06%-2269.9pp | 4.54%-6.4pp |
| Employer contribution / active EE | $343 | $1,920-82.2% | $2,787-87.7% | $1,882-81.8% |
| Participant deferral / active EE | $916 | $2,498-63.3% | $3,583-74.4% | $3,022-69.7% |
| Admin fee / account holder | $179 | $493-63.7% | $4,882-96.3% | $592-69.8% |