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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,030 | $31,109-67.8% | $67,704-85.2% | $52,331-80.8% |
| Participation rate | 43.3% | 54.0%-10.7pp | 67.5%-24.2pp | 68.1%-24.8pp |
| Annual return | -1.41% | 23.70%-25.1pp | 25.41%-26.8pp | 4.54%-5.9pp |
| Employer contribution / active EE | $835 | $1,076-22.4% | $2,559-67.4% | $1,882-55.6% |
| Participant deferral / active EE | $1,801 | $1,970-8.6% | $3,585-49.8% | $3,022-40.4% |
| Admin fee / account holder | $101 | $466-78.3% | $4,255-97.6% | $592-82.9% |