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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,564 | $43,423-68.8% | $78,689-82.8% | $55,167-75.4% |
| Participation rate | 45.5% | 68.0%-22.6pp | 73.6%-28.1pp | 69.0%-23.5pp |
| Annual return | -0.18% | 11.53%-11.7pp | 62.18%-62.4pp | 169.23%-169.4pp |
| Employer contribution / active EE | $374 | $1,997-81.3% | $2,851-86.9% | $1,963-80.9% |
| Participant deferral / active EE | $800 | $2,509-68.1% | $3,517-77.2% | $3,054-73.8% |
| Admin fee / account holder | $81 | $416-80.4% | $4,510-98.2% | $504-83.8% |