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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,356 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,127 | $69,305-56.5% | $82,313-63.4% | $69,631-56.7% |
| Participation rate | 58.6% | 80.3%-21.6pp | 76.9%-18.2pp | 70.7%-12.0pp |
| Annual return | 58.85% | 21.47%+37.4pp | 25.88%+33.0pp | 27571.02%-27512.2pp |
| Employer contribution / active EE | $559 | $1,887-70.3% | $2,428-77.0% | $2,032-72.5% |
| Participant deferral / active EE | $1,916 | $3,568-46.3% | $3,706-48.3% | $3,224-40.6% |
| Admin fee / account holder | $29 | $97-70.5% | $5,608-99.5% | $110-74.1% |