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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,177 |
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 | $30,399 | $155,795-80.5% | $136,297-77.7% | $69,631-56.3% |
| Participation rate | 65.4% | 75.2%-9.9pp | 81.9%-16.5pp | 70.7%-5.3pp |
| Annual return | 41.80% | 232464.33%-232422.5pp | 5156.19%-5114.4pp | 27571.02%-27529.2pp |
| Employer contribution / active EE | $2,297 | $2,991-23.2% | $4,696-51.1% | $2,032+13.0% |
| Participant deferral / active EE | $4,830 | $5,394-10.5% | $6,247-22.7% | $3,224+49.8% |
| Admin fee / account holder | $317 | $128+147.0% | $9,244-96.6% | $110+186.9% |