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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,289 | $65,378-59.8% | $87,103-69.8% | $65,186-59.7% |
| Participation rate | 55.6% | 75.3%-19.8pp | 76.9%-21.3pp | 70.2%-14.6pp |
| Annual return | 22.31% | 31.28%-9.0pp | 28.19%-5.9pp | 29.39%-7.1pp |
| Employer contribution / active EE | $1,382 | $1,823-24.2% | $2,521-45.2% | $2,177-36.5% |
| Participant deferral / active EE | $3,004 | $3,389-11.4% | $4,049-25.8% | $3,514-14.5% |
| Admin fee / account holder | $19 | $520-96.3% | $7,491-99.7% | $847-97.7% |