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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,143 |
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 | $40,874 | $58,895-30.6% | $178,503-77.1% | $73,497-44.4% |
| Participation rate | 58.5% | 66.2%-7.7pp | 81.9%-23.4pp | 70.7%-12.1pp |
| Annual return | 11.82% | 24.86%-13.0pp | 151.12%-139.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $314 | $2,236-85.9% | $5,011-93.7% | $2,270-86.2% |
| Participant deferral / active EE | $912 | $2,567-64.5% | $5,202-82.5% | $3,740-75.6% |
| Admin fee / account holder | $29 | $400-92.9% | $13,987-99.8% | $513-94.4% |