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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,097 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,513 | $66,457-19.5% | $81,382-34.2% | $77,643-31.1% |
| Participation rate | 55.1% | 68.7%-13.6pp | 69.5%-14.3pp | 70.6%-15.4pp |
| Annual return | 10.78% | 15.93%-5.1pp | 24.73%-13.9pp | 31.24%-20.5pp |
| Employer contribution / active EE | $2,033 | $2,159-5.8% | $2,463-17.4% | $2,726-25.4% |
| Participant deferral / active EE | $3,649 | $3,679-0.8% | $3,883-6.0% | $4,647-21.5% |
| Admin fee / account holder | $196 | $583-66.4% | $5,768-96.6% | $430-54.5% |