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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $337 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,295 | $66,813-93.6% | $100,535-95.7% | $73,497-94.2% |
| Participation rate | 7.7% | 77.5%-69.8pp | 79.4%-71.7pp | 70.7%-63.0pp |
| Annual return | 0.00% | 25.70%-25.7pp | 30.90%-30.9pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,419-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $292 | $5,883-95.0% | $6,271-95.3% | $3,740-92.2% |
| Admin fee / account holder | $19 | $512-96.3% | $8,085-99.8% | $513-96.3% |