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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,259 |
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 | $17,957 | $43,423-58.6% | $78,676-77.2% | $55,167-67.5% |
| Participation rate | 59.0% | 68.0%-9.0pp | 73.6%-14.6pp | 69.0%-10.0pp |
| Annual return | 4.38% | 11.53%-7.1pp | 62.19%-57.8pp | 169.23%-164.8pp |
| Employer contribution / active EE | $374 | $1,997-81.3% | $2,850-86.9% | $1,963-81.0% |
| Participant deferral / active EE | $880 | $2,509-64.9% | $3,517-75.0% | $3,054-71.2% |
| Admin fee / account holder | $153 | $416-63.3% | $4,510-96.6% | $504-69.7% |