Filed May 19, 2026
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $3,070 | $51,769-94.1% | $57,356-94.6% | $52,331-94.1% |
| Participation rate | 62.8% | 75.2%-12.4pp | 75.1%-12.3pp | 68.1%-5.3pp |
| Annual return | 13.31% | 2.43%+10.9pp | 24.41%-11.1pp | 4.54%+8.8pp |
| Employer contribution / active EE | $570 | $2,335-75.6% | $2,689-78.8% | $1,882-69.7% |
| Participant deferral / active EE | $972 | $2,794-65.2% | $3,162-69.2% | $3,022-67.8% |
| Admin fee / account holder | $21 | $295-92.8% | $3,357-99.4% | $592-96.4% |