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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,474 |
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 | $8,362 | $87,125-90.4% | $108,405-92.3% | $86,821-90.4% |
| Participation rate | 6.0% | 80.5%-74.6pp | 80.1%-74.1pp | 72.3%-66.3pp |
| Annual return | 40.30% | 25.21%+15.1pp | 905.55%-865.3pp | 97.94%-57.6pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $3,559-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $273 | $6,944-96.1% | $6,563-95.8% | $4,132-93.4% |
| Admin fee / account holder | $59 | $130-54.7% | $7,297-99.2% | $170-65.2% |