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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,177 |
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 | $33,858 | $31,109+8.8% | $67,704-50.0% | $52,331-35.3% |
| Participation rate | 30.1% | 54.0%-23.9pp | 67.5%-37.5pp | 68.1%-38.0pp |
| Annual return | -1.78% | 23.70%-25.5pp | 25.41%-27.2pp | 4.54%-6.3pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,107 | $1,970-43.8% | $3,585-69.1% | $3,022-63.4% |
| Admin fee / account holder | $244 | $466-47.7% | $4,255-94.3% | $592-58.8% |