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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,126 |
Service code 49 · EIN 74-2794194 | Other Services | $22,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,573 | $80,748+3.5% | $102,383-18.4% | $74,429+12.3% |
| Participation rate | 57.6% | 65.7%-8.1pp | 74.5%-16.9pp | 67.2%-9.6pp |
| Annual return | 10.14% | 27.57%-17.4pp | 24.94%-14.8pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $1,443 | $3,159-54.3% | $3,870-62.7% | $2,625-45.0% |
| Participant deferral / active EE | $2,834 | $3,861-26.6% | $5,060-44.0% | $4,348-34.8% |
| Admin fee / account holder | $389 | $2,371-83.6% | $8,391-95.4% | $1,944-80.0% |