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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,788 | $46,360-61.6% | $147,617-87.9% | $52,331-66.0% |
| Participation rate | 69.4% | 64.9%+4.4pp | 84.6%-15.3pp | 68.1%+1.3pp |
| Annual return | -0.52% | 1.62%-2.1pp | 61.98%-62.5pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,408 | $2,126-33.8% | $5,564-74.7% | $1,882-25.2% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $77 | $766-89.9% | $11,612-99.3% | $592-87.0% |