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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,990 |
Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Participant loan processing; Direct p... | $1,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,688 | $38,165-14.3% | $189,758-82.8% | $69,255-52.8% |
| Participation rate | 56.5% | 66.7%-10.2pp | 79.8%-23.3pp | 69.0%-12.6pp |
| Annual return | 11.95% | 14.65%-2.7pp | 52.62%-40.7pp | 26.73%-14.8pp |
| Employer contribution / active EE | $716 | $1,589-54.9% | $4,767-85.0% | $2,645-72.9% |
| Participant deferral / active EE | $1,636 | $2,073-21.1% | $5,856-72.1% | $2,890-43.4% |
| Admin fee / account holder | $74 | $714-89.7% | $20,388-99.6% | $733-90.0% |