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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,277 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,387 | $67,594-90.6% | $77,361-91.7% | $69,733-90.8% |
| Participation rate | 72.9% | 71.7%+1.2pp | 75.0%-2.1pp | 62.5%+10.4pp |
| Annual return | 12.57% | 19.20%-6.6pp | 1011.54%-999.0pp | 15.22%-2.7pp |
| Employer contribution / active EE | $0 | $2,649-100.0% | $2,990-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $976 | $3,401-71.3% | $3,911-75.1% | $3,054-68.1% |
| Admin fee / account holder | $100 | $1,159-91.3% | $5,894-98.3% | $3,102-96.8% |