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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,252 |
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 | $46,812 | $47,977-2.4% | $154,108-69.6% | $56,289-16.8% |
| Participation rate | 31.8% | 66.2%-34.4pp | 83.0%-51.2pp | 69.9%-38.0pp |
| Annual return | -0.29% | 3.54%-3.8pp | 735.21%-735.5pp | -9.96%+9.7pp |
| Employer contribution / active EE | $467 | $2,169-78.5% | $5,298-91.2% | $2,111-77.9% |
| Participant deferral / active EE | $549 | $2,392-77.1% | $5,081-89.2% | $3,350-83.6% |
| Admin fee / account holder | $83 | $438-81.0% | $13,411-99.4% | $521-84.0% |