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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,050 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,024 | $63,299+23.3% | $91,001-14.3% | $62,292+25.3% |
| Participation rate | 69.9% | 73.3%-3.4pp | 75.6%-5.7pp | 69.5%+0.4pp |
| Annual return | 12.04% | 20.99%-9.0pp | 4.60%+7.4pp | 28.90%-16.9pp |
| Employer contribution / active EE | $1,600 | $1,807-11.4% | $2,456-34.8% | $2,042-21.6% |
| Participant deferral / active EE | $5,303 | $2,943+80.2% | $3,547+49.5% | $3,169+67.3% |
| Admin fee / account holder | $33 | $468-93.0% | $5,417-99.4% | $479-93.1% |