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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $760 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,979 | $37,117-78.5% | $147,617-94.6% | $55,191-85.5% |
| Participation rate | 28.4% | 63.6%-35.3pp | 84.6%-56.3pp | 69.2%-40.8pp |
| Annual return | -0.86% | 3.44%-4.3pp | 61.98%-62.8pp | 10.78%-11.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $666 | $1,985-66.5% | $4,895-86.4% | $3,046-78.2% |
| Admin fee / account holder | $9 | $86-89.6% | $11,612-99.9% | $91-90.2% |