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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,526 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,788 | $49,177-63.8% | $79,464-77.6% | $64,186-72.3% |
| Participation rate | 57.3% | 65.0%-7.7pp | 73.3%-16.1pp | 69.6%-12.3pp |
| Annual return | 10.42% | -1.16%+11.6pp | 718.14%-707.7pp | 7.63%+2.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,446 | $2,821-48.7% | $3,704-60.9% | $3,470-58.3% |
| Admin fee / account holder | $78 | $3,839-98.0% | $5,113-98.5% | $4,888-98.4% |