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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,961 | $62,127-40.5% | $81,382-54.6% | $74,495-50.4% |
| Participation rate | 60.4% | 64.0%-3.6pp | 69.5%-9.1pp | 67.2%-6.8pp |
| Annual return | 14.61% | 16.48%-1.9pp | 24.73%-10.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $2,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,346-100.0% |
| Admin fee / account holder | $5 | $1,934-99.8% | $5,768-99.9% | $1,942-99.8% |