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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,011 |
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 | $36,164 | $48,576-25.6% | $169,452-78.7% | $56,287-35.8% |
| Participation rate | 93.7% | 65.8%+27.9pp | 77.8%+15.9pp | 69.9%+23.8pp |
| Annual return | -8.96% | -2.51%-6.4pp | 1.83%-10.8pp | -9.96%+1.0pp |
| Employer contribution / active EE | $2,679 | $1,559+71.8% | $4,157-35.5% | $2,111+26.9% |
| Participant deferral / active EE | $2,724 | $3,275-16.8% | $5,277-48.4% | $3,350-18.7% |
| Admin fee / account holder | $17 | $435-96.0% | $9,110-99.8% | $521-96.7% |