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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,114 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,966 | $52,188-67.5% | $86,640-80.4% | $74,460-77.2% |
| Participation rate | 97.3% | 66.3%+31.0pp | 71.7%+25.6pp | 70.7%+26.5pp |
| Annual return | 7.42% | 44.46%-37.0pp | 592.52%-585.1pp | 34.38%-27.0pp |
| Employer contribution / active EE | $2,861 | $2,282+25.4% | $3,024-5.4% | $2,638+8.5% |
| Participant deferral / active EE | $139 | $3,383-95.9% | $4,438-96.9% | $4,530-96.9% |
| Admin fee / account holder | $66 | $319-79.4% | $5,616-98.8% | $348-81.2% |