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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,999 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $136,833-100.0% | $112,259-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 13.6%-13.6pp | 34.7%-34.7pp |
| Annual return | 12.36% | -2.43%+14.8pp | -0.21%+12.6pp | 12.28%+0.1pp |
| Employer contribution / active EE | $0 | $25,812-100.0% | $24,124-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $419-100.0% | $350-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $5,412-100.0% | $47,656-100.0% |