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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,098 |
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.
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 | $9,953 | $23,385-57.4% | $69,182-85.6% | $57,658-82.7% |
| Participation rate | 17.1% | 37.9%-20.8pp | 55.1%-38.0pp | 70.2%-53.1pp |
| Annual return | 5.08% | -659.34%+664.4pp | -21.93%+27.0pp | 5.13%-0.1pp |
| Employer contribution / active EE | $196 | $422-53.6% | $1,206-83.7% | $1,974-90.1% |
| Participant deferral / active EE | $311 | $843-63.1% | $1,897-83.6% | $3,061-89.8% |
| Admin fee / account holder | $102 | $82+23.8% | $2,697-96.2% | $95+7.5% |