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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,338 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FINANCIAL ADVISORS Service code 27 · EIN 52-1523364 | Advisory (Plan) | $5,902 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $42,192-100.0% | $252,559-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 50.9%-50.9pp | 15.7%-15.7pp |
| Annual return | 0.40% | -1.30%+1.7pp | -1.68%+2.1pp | -7.14%+7.5pp |
| Employer contribution / active EE | $5,489 | $17,978-69.5% | $44,959-87.8% | $14,613-62.4% |
| Participant deferral / active EE | $0 | $0 | $330-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,033-100.0% | $12,994-100.0% | $1,191-100.0% |