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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,389 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $15,098 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $280,286-100.0% | $280,286-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 11.1%-11.1pp | 31.0%-31.0pp |
| Annual return | 5.84% | -3.86%+9.7pp | 3.16%+2.7pp | 14.18%-8.3pp |
| Employer contribution / active EE | $0 | $32,936-100.0% | $21,438-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $68-100.0% |
| Admin fee / account holder | $0 | $17,688-100.0% | - | $17,688-100.0% |