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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,001 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,450 | $37,463-85.5% | $77,096-92.9% | $66,938-91.9% |
| Participation rate | 98.6% | 52.9%+45.7pp | 67.9%+30.7pp | 69.8%+28.8pp |
| Annual return | -23.63% | -3.25%-20.4pp | 42.35%-66.0pp | 1.58%-25.2pp |
| Employer contribution / active EE | $1,173 | $1,535-23.6% | $2,814-58.3% | $2,545-53.9% |
| Participant deferral / active EE | $2,546 | $2,621-2.9% | $4,429-42.5% | $4,238-39.9% |
| Admin fee / account holder | $48 | $568-91.5% | $5,428-99.1% | $594-91.9% |