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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,940 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $50,876-100.0% | $177,167-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 15.7%-15.7pp | 11.8%-11.8pp | 15.7%-15.7pp |
| Annual return | -1.76% | -7.14%+5.4pp | -2.52%+0.8pp | -7.14%+5.4pp |
| Employer contribution / active EE | $5,172 | $14,613-64.6% | $82,375-93.7% | $14,613-64.6% |
| Participant deferral / active EE | $0 | $60-100.0% | $201-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $1,917-100.0% | $1,191-100.0% |