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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,982 |
Service code 49 · EIN 74-2794194 | Other Services | $22,155 |
Employer contribution per participant 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 | $27,279 | $52,293-47.8% | $178,503-84.7% | $73,412-62.8% |
| Participation rate | 78.3% | 65.3%+12.9pp | 81.9%-3.7pp | 72.2%+6.1pp |
| Annual return | 14.81% | 34.75%-19.9pp | 151.12%-136.3pp | 59.30%-44.5pp |
| Employer contribution / active EE | $188 | $1,736-89.2% | $5,011-96.2% | $2,234-91.6% |
| Participant deferral / active EE | $3,034 | $2,333+30.0% | $5,202-41.7% | $3,806-20.3% |
| Admin fee / account holder | $163 | $127+27.6% | $13,987-98.8% | $158+2.9% |