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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $13,795 | $99,957-86.2% | $149,715-90.8% | $73,493-81.2% |
| Participation rate | 65.4% | 75.7%-10.3pp | 82.5%-17.1pp | 70.7%-5.3pp |
| Annual return | 59.03% | 53.87%+5.2pp | 276.66%-217.6pp | 28.51%+30.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,396 | $6,073-27.6% | $6,842-35.7% | $3,740+17.6% |
| Admin fee / account holder | $130 | $551-76.4% | $9,310-98.6% | $513-74.7% |