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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,500 |
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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 | $46,757-100.0% | $1,637,423-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 11.3%-11.3pp | 5.3%-5.3pp | 11.3%-11.3pp |
| Annual return | 16.55% | 10.41%+6.1pp | 15.63%+0.9pp | 10.41%+6.1pp |
| Employer contribution / active EE | $6,667 | $14,691-54.6% | $56,677-88.2% | $14,691-54.6% |
| Participant deferral / active EE | $0 | $58-100.0% | $93-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $0 | $2,646-100.0% |