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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,748 |
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.
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 | $36,881 | $46,732-21.1% | $156,551-76.4% | $55,167-33.1% |
| Participation rate | 47.7% | 65.8%-18.1pp | 84.0%-36.3pp | 69.0%-21.3pp |
| Annual return | 6.05% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,181 | $2,204-46.4% | $4,871-75.7% | $3,054-61.3% |
| Admin fee / account holder | $46 | $418-89.1% | $13,028-99.6% | $504-90.9% |