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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; Claims 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 | $36,002-9.2% | $161,489-79.8% | $64,728-49.5% |
| Participation rate | 56.5% | 57.4%-1.0pp | 78.7%-22.2pp | 57.9%-1.4pp |
| Annual return | 11.95% | 33.93%-22.0pp | 89.72%-77.8pp | 49.38%-37.4pp |
| Employer contribution / active EE | $716 | $1,380-48.1% | $4,268-83.2% | $2,243-68.1% |
| Participant deferral / active EE | $1,636 | $1,815-9.9% | $5,630-70.9% | $2,729-40.1% |
| Admin fee / account holder | $74 | $931-92.1% | $16,006-99.5% | $1,145-93.6% |