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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,165 |
Service code 27 · EIN 39-2018056 | Advisory (Plan) | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,877 | $52,293-2.7% | $178,498-71.5% | $73,412-30.7% |
| Participation rate | 36.9% | 65.3%-28.4pp | 81.9%-45.0pp | 72.2%-35.3pp |
| Annual return | 14.00% | 34.75%-20.7pp | 151.09%-137.1pp | 59.30%-45.3pp |
| Employer contribution / active EE | $381 | $1,735-78.1% | $5,011-92.4% | $2,234-83.0% |
| Participant deferral / active EE | $1,345 | $2,332-42.3% | $5,202-74.1% | $3,806-64.7% |
| Admin fee / account holder | $194 | $127+52.6% | $13,985-98.6% | $158+23.1% |