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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,290 | $70,002-59.6% | $115,037-75.4% | $52,331-45.9% |
| Participation rate | 48.9% | 72.1%-23.2pp | 81.4%-32.5pp | 68.1%-19.2pp |
| Annual return | 19.60% | 4.04%+15.6pp | 26.14%-6.5pp | 4.54%+15.1pp |
| Employer contribution / active EE | $1,602 | $2,715-41.0% | $4,608-65.2% | $1,882-14.9% |
| Participant deferral / active EE | $3,375 | $4,920-31.4% | $6,026-44.0% | $3,022+11.7% |
| Admin fee / account holder | $373 | $566-34.1% | $8,175-95.4% | $592-37.0% |