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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 | $65,084-90.2% | $67,681-90.6% | $64,340-90.1% |
| Participation rate | 72.9% | 66.7%+6.1pp | 73.7%-0.8pp | 55.2%+17.6pp |
| Annual return | 12.57% | 20.50%-7.9pp | 590.58%-578.0pp | 24.14%-11.6pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $976 | $3,210-69.6% | $3,976-75.5% | $2,980-67.3% |
| Admin fee / account holder | $100 | $1,415-92.9% | $6,100-98.4% | $3,703-97.3% |