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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $45,050-100.0% | $63,018-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 18.89% | 18.76%+0.1pp | 87.62%-68.7pp | 73.15%-54.3pp |
| Employer contribution / active EE | $431 | $2,052-79.0% | $2,761-84.4% | $2,343-81.6% |
| Participant deferral / active EE | $2,091 | $2,466-15.2% | $3,330-37.2% | $3,332-37.2% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |