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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $725 |
Service code 49 · EIN 52-2114207 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,699 | $60,165-78.9% | $74,184-82.9% | $55,167-77.0% |
| Participation rate | 69.9% | 74.2%-4.3pp | 76.6%-6.7pp | 69.0%+0.9pp |
| Annual return | 4.13% | 10.00%-5.9pp | 17.74%-13.6pp | 169.23%-165.1pp |
| Employer contribution / active EE | $1,098 | $1,600-31.3% | $2,370-53.7% | $1,963-44.0% |
| Participant deferral / active EE | $1,912 | $2,973-35.7% | $3,550-46.1% | $3,054-37.4% |
| Admin fee / account holder | $19 | $419-95.5% | $5,586-99.7% | $504-96.3% |