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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,749 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $5,975 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,833-100.0% | $105,290-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 11.8%-11.8pp | 13.5%-13.5pp | 35.7%-35.7pp |
| Annual return | 4.08% | 80.57%-76.5pp | 64.50%-60.4pp | 15.19%-11.1pp |
| Employer contribution / active EE | $6,917 | $26,460-73.9% | $23,990-71.2% | $34,877-80.2% |
| Participant deferral / active EE | $0 | $342-100.0% | $287-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $4,431-100.0% | $50,584-100.0% |