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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,117 | $31,388-93.3% | $73,545-97.1% | $62,293-96.6% |
| Participation rate | 54.4% | 39.9%+14.6pp | 54.9%-0.5pp | 69.5%-15.1pp |
| Annual return | 16.47% | 25.34%-8.9pp | -15.16%+31.6pp | 28.90%-12.4pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $582 | $1,028-43.4% | $1,806-67.8% | $3,169-81.6% |
| Admin fee / account holder | $34 | $299-88.7% | $2,320-98.5% | $479-93.0% |