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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 | $78,690-68.6% | $161,489-84.7% | $87,485-71.8% |
| Participation rate | 45.3% | 67.5%-22.2pp | 78.7%-33.4pp | 68.9%-23.7pp |
| Annual return | 10.96% | 32.74%-21.8pp | 89.72%-78.8pp | 26.06%-15.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,433 | $3,311-26.5% | $5,630-56.8% | $4,274-43.1% |
| Admin fee / account holder | $258 | $6,724-96.2% | $16,006-98.4% | $7,775-96.7% |