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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,193 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,474 | $155,795-75.9% | $136,298-72.5% | $69,631-46.2% |
| Participation rate | 14.6% | 75.2%-60.6pp | 81.9%-67.3pp | 70.7%-56.1pp |
| Annual return | 35.53% | 232464.33%-232428.8pp | 5156.27%-5120.7pp | 27571.02%-27535.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,884 | $5,394-46.5% | $6,247-53.8% | $3,224-10.5% |
| Admin fee / account holder | $139 | $128+8.5% | $9,244-98.5% | $110+26.0% |