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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,114 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $54,484 | $58,888-7.5% | $178,498-69.5% | $73,493-25.9% |
| Participation rate | 27.0% | 66.2%-39.2pp | 81.9%-54.9pp | 70.7%-43.7pp |
| Annual return | 14.42% | 24.86%-10.4pp | 151.09%-136.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,474 | $2,568-42.6% | $5,202-71.7% | $3,740-60.6% |
| Admin fee / account holder | $189 | $400-52.9% | $13,985-98.7% | $513-63.2% |