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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $500 |
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.
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 | $26,294 | $50,199-47.6% | $69,884-62.4% | $66,938-60.7% |
| Participation rate | 67.9% | 66.3%+1.6pp | 70.5%-2.6pp | 69.8%-1.9pp |
| Annual return | -18.16% | -13.85%-4.3pp | 190.81%-209.0pp | 1.58%-19.7pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,560-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,848-100.0% | $4,238-100.0% |
| Admin fee / account holder | $5 | $600-99.2% | $6,266-99.9% | $594-99.2% |