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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,629 |
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.
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 | $10,565 | $37,044-71.5% | $71,796-85.3% | $57,658-81.7% |
| Participation rate | 52.1% | 61.1%-9.0pp | 69.1%-17.0pp | 70.2%-18.2pp |
| Annual return | 0.00% | 12.64%-12.6pp | 78.04%-78.0pp | 5.13%-5.1pp |
| Employer contribution / active EE | $998 | $720+38.6% | $1,924-48.1% | $1,974-49.4% |
| Participant deferral / active EE | $1,784 | $1,974-9.6% | $2,794-36.2% | $3,061-41.7% |
| Admin fee / account holder | $63 | $101-37.2% | $4,815-98.7% | $95-33.0% |