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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,961 | $62,177-40.6% | $81,370-54.6% | $74,478-50.4% |
| Participation rate | 60.4% | 64.1%-3.7pp | 69.5%-9.1pp | 67.2%-6.8pp |
| Annual return | 14.61% | 16.62%-2.0pp | 24.85%-10.2pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $3,219-100.0% | $3,885-100.0% | $4,350-100.0% |
| Admin fee / account holder | $5 | $1,927-99.8% | $5,749-99.9% | $1,946-99.8% |