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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,258 | $64,176-90.2% | $112,263-94.4% | $66,949-90.7% |
| Participation rate | 62.1% | 68.4%-6.3pp | 75.1%-13.0pp | 69.8%-7.7pp |
| Annual return | 10.67% | -13.80%+24.5pp | 27.49%-16.8pp | 1.57%+9.1pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $890 | $3,694-75.9% | $4,729-81.2% | $4,239-79.0% |
| Admin fee / account holder | $24 | $626-96.2% | $6,410-99.6% | $594-96.0% |