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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURCANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $19,531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,888 | $29,516-42.8% | $77,482-78.2% | $90,288-81.3% |
| Participation rate | 3.5% | 33.7%-30.1pp | 54.2%-50.7pp | 73.4%-69.8pp |
| Annual return | 39.66% | 231.18%-191.5pp | 54.79%-15.1pp | 53.97%-14.3pp |
| Employer contribution / active EE | $82 | $381-78.5% | $986-91.7% | $2,524-96.8% |
| Participant deferral / active EE | $174 | $944-81.5% | $1,861-90.6% | $4,232-95.9% |
| Admin fee / account holder | $425 | $106+301.0% | $2,858-85.1% | $114+272.3% |