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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,429 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,884 | $58,888-90.0% | $178,499-96.7% | $73,493-92.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 20.44% | 24.86%-4.4pp | 151.10%-130.7pp | 28.51%-8.1pp |
| Employer contribution / active EE | $596 | $2,236-73.3% | $5,011-88.1% | $2,270-73.7% |
| Participant deferral / active EE | $1,247 | $2,568-51.4% | $5,202-76.0% | $3,740-66.7% |
| Admin fee / account holder | $20 | $400-95.0% | $13,986-99.9% | $513-96.1% |