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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $71,584 | $47,977+49.2% | $154,114-53.6% | $56,287+27.2% |
| Participation rate | 45.4% | 66.2%-20.8pp | 83.0%-37.7pp | 69.9%-24.5pp |
| Annual return | -4.37% | 3.54%-7.9pp | 735.16%-739.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $2,180 | $2,169+0.5% | $5,298-58.9% | $2,111+3.2% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $4 | $438-99.0% | $13,411-100.0% | $521-99.2% |