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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,798 |
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 | $14,617 | $48,277-69.7% | $63,244-76.9% | $55,191-73.5% |
| Participation rate | 52.9% | 69.4%-16.5pp | 71.0%-18.2pp | 69.2%-16.3pp |
| Annual return | -4.01% | 2.37%-6.4pp | -70.31%+66.3pp | 10.78%-14.8pp |
| Employer contribution / active EE | $570 | $1,592-64.2% | $2,322-75.5% | $1,899-70.0% |
| Participant deferral / active EE | $1,070 | $2,432-56.0% | $2,953-63.8% | $3,046-64.9% |
| Admin fee / account holder | $93 | $86+8.3% | $5,893-98.4% | $91+2.5% |