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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,267 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $7,595 | $62,928-87.9% | $172,753-95.6% | $67,582-88.8% |
| Participation rate | 70.7% | 64.5%+6.3pp | 82.6%-11.9pp | 71.3%-0.5pp |
| Annual return | 22.22% | 30.36%-8.1pp | 803.00%-780.8pp | 378.57%-356.4pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,043 | $2,145-51.4% | $5,198-79.9% | $3,539-70.5% |
| Admin fee / account holder | $18 | $167-89.5% | $13,956-99.9% | $142-87.7% |