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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,909 |
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.
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 | $7,837 | $26,805-70.8% | $59,496-86.8% | $52,331-85.0% |
| Participation rate | 25.4% | 39.3%-13.9pp | 54.6%-29.1pp | 68.1%-42.7pp |
| Annual return | -3.06% | 2.61%-5.7pp | 182.05%-185.1pp | 4.54%-7.6pp |
| Employer contribution / active EE | $270 | $450-39.9% | $1,153-76.5% | $1,882-85.6% |
| Participant deferral / active EE | $452 | $916-50.7% | $1,829-75.3% | $3,022-85.0% |
| Admin fee / account holder | $83 | $305-72.7% | $2,232-96.3% | $592-85.9% |