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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,947 | $63,314-13.2% | $91,004-39.6% | $62,293-11.8% |
| Participation rate | 57.6% | 73.3%-15.7pp | 75.6%-18.0pp | 69.5%-11.9pp |
| Annual return | 16.52% | 21.00%-4.5pp | 4.60%+11.9pp | 28.90%-12.4pp |
| Employer contribution / active EE | $1,430 | $1,807-20.9% | $2,456-41.8% | $2,042-30.0% |
| Participant deferral / active EE | $1,872 | $2,944-36.4% | $3,548-47.2% | $3,169-40.9% |
| Admin fee / account holder | $6 | $468-98.8% | $5,417-99.9% | $479-98.8% |