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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,543 |
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.
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 | $7,118 | $31,424-77.3% | $81,473-91.3% | $69,631-89.8% |
| Participation rate | 52.4% | 50.8%+1.5pp | 68.0%-15.6pp | 70.7%-18.3pp |
| Annual return | 13.29% | 22.44%-9.2pp | 38.78%-25.5pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $338 | $1,029-67.1% | $2,568-86.8% | $2,032-83.4% |
| Participant deferral / active EE | $614 | $1,838-66.6% | $3,537-82.6% | $3,224-80.9% |
| Admin fee / account holder | $36 | $103-64.5% | $4,561-99.2% | $110-67.0% |