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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,581 |
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.
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 | $10,042 | $90,606-88.9% | $79,466-87.4% | $135,379-92.6% |
| Participation rate | 34.8% | 76.0%-41.3pp | 73.3%-38.6pp | 82.6%-47.9pp |
| Annual return | -7.90% | 977.69%-985.6pp | 718.28%-726.2pp | 519.79%-527.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $875 | $4,050-78.4% | $3,704-76.4% | $5,609-84.4% |
| Admin fee / account holder | $225 | $5,895-96.2% | $5,104-95.6% | $10,828-97.9% |