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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,608 |
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.
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 | $9,243 | $47,977-80.7% | $154,108-94.0% | $56,289-83.6% |
| Participation rate | 50.0% | 66.2%-16.2pp | 83.0%-33.0pp | 69.9%-19.9pp |
| Annual return | -10.43% | 3.54%-14.0pp | 735.21%-745.6pp | -9.96%-0.5pp |
| Employer contribution / active EE | $576 | $2,169-73.4% | $5,298-89.1% | $2,111-72.7% |
| Participant deferral / active EE | $886 | $2,392-62.9% | $5,081-82.6% | $3,350-73.5% |
| Admin fee / account holder | $82 | $438-81.2% | $13,411-99.4% | $521-84.2% |