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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 | Direct payment from the plan; Claims ... | $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 | $46,464-29.6% | $150,298-78.3% | $79,634-59.0% |
| Participation rate | 56.5% | 57.0%-0.5pp | 77.8%-21.3pp | 62.5%-6.0pp |
| Annual return | 11.95% | 27.89%-15.9pp | 62.79%-50.8pp | 36.46%-24.5pp |
| Employer contribution / active EE | $716 | $1,512-52.6% | $4,154-82.8% | $2,529-71.7% |
| Participant deferral / active EE | $1,636 | $2,157-24.2% | $5,453-70.0% | $3,835-57.3% |
| Admin fee / account holder | $74 | $891-91.7% | $14,116-99.5% | $1,002-92.7% |