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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,539 |
Participant contribution per participant 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 | $8,964 | $57,108-84.3% | $94,229-90.5% | $52,331-82.9% |
| Participation rate | 99.0% | 72.9%+26.0pp | 78.8%+20.2pp | 68.1%+30.9pp |
| Annual return | -0.91% | 1.47%-2.4pp | 10.68%-11.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $919 | $1,735-47.0% | $3,587-74.4% | $1,882-51.2% |
| Participant deferral / active EE | $319 | $3,040-89.5% | $4,320-92.6% | $3,022-89.4% |
| Admin fee / account holder | $72 | $546-86.9% | $6,269-98.9% | $592-87.9% |