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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,946 | $47,977-75.1% | $154,114-92.2% | $56,287-78.8% |
| Participation rate | 81.6% | 66.2%+15.4pp | 83.0%-1.4pp | 69.9%+11.7pp |
| Annual return | -7.35% | 3.54%-10.9pp | 735.16%-742.5pp | -9.96%+2.6pp |
| Employer contribution / active EE | $852 | $2,169-60.7% | $5,298-83.9% | $2,111-59.6% |
| Participant deferral / active EE | $356 | $2,392-85.1% | $5,081-93.0% | $3,350-89.4% |
| Admin fee / account holder | $15 | $438-96.7% | $13,411-99.9% | $521-97.2% |