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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,570 |
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.
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 | $16,579 | $51,769-68.0% | $57,356-71.1% | $52,331-68.3% |
| Participation rate | 64.3% | 75.2%-10.9pp | 75.1%-10.8pp | 68.1%-3.8pp |
| Annual return | -1.58% | 2.43%-4.0pp | 24.41%-26.0pp | 4.54%-6.1pp |
| Employer contribution / active EE | $1,568 | $2,335-32.9% | $2,689-41.7% | $1,882-16.7% |
| Participant deferral / active EE | $2,654 | $2,794-5.0% | $3,162-16.0% | $3,022-12.2% |
| Admin fee / account holder | $104 | $295-64.9% | $3,357-96.9% | $592-82.5% |