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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,496 |
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.
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 | $16,124 | $72,770-77.8% | $67,652-76.2% | $55,191-70.8% |
| Participation rate | 65.0% | 78.8%-13.8pp | 75.7%-10.7pp | 69.2%-4.2pp |
| Annual return | -1.36% | -3.26%+1.9pp | 6625.40%-6626.8pp | 10.78%-12.1pp |
| Employer contribution / active EE | $1,045 | $1,769-41.0% | $2,266-53.9% | $1,899-45.0% |
| Participant deferral / active EE | $1,809 | $3,408-46.9% | $3,560-49.2% | $3,046-40.6% |
| Admin fee / account holder | $62 | $79-21.3% | $4,821-98.7% | $91-31.7% |