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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,707 | $76,407-67.7% | $150,298-83.6% | $82,448-70.0% |
| Participation rate | 45.3% | 66.4%-21.1pp | 77.8%-32.5pp | 68.1%-22.8pp |
| Annual return | 10.96% | 39.99%-29.0pp | 62.79%-51.8pp | 41.64%-30.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,433 | $3,214-24.3% | $5,453-55.4% | $4,139-41.2% |
| Admin fee / account holder | $258 | $6,352-95.9% | $14,116-98.2% | $7,234-96.4% |