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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,938 | $63,156-74.8% | $122,354-87.0% | $62,293-74.4% |
| Participation rate | 51.8% | 60.0%-8.2pp | 71.6%-19.9pp | 69.5%-17.7pp |
| Annual return | 19.51% | 20.61%-1.1pp | 30.28%-10.8pp | 28.90%-9.4pp |
| Employer contribution / active EE | $399 | $1,385-71.2% | $4,051-90.2% | $2,042-80.5% |
| Participant deferral / active EE | $1,174 | $2,321-49.4% | $3,287-64.3% | $3,169-63.0% |
| Admin fee / account holder | $103 | $440-76.5% | $5,479-98.1% | $479-78.5% |