Filed August 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,560 |
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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 | $0 | $89,277-100.0% | $322,681-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 27.6%-27.6pp | 12.6%-12.6pp |
| Annual return | 8.92% | 4.39%+4.5pp | 4.07%+4.8pp | 4.56%+4.4pp |
| Employer contribution / active EE | $7,447 | $12,633-41.1% | $36,235-79.4% | $15,526-52.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $215-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,741-100.0% | $7,128-100.0% | $1,711-100.0% |