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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,090 | $44,059-38.5% | $71,671-62.2% | $69,631-61.1% |
| Participation rate | 31.3% | 60.8%-29.4pp | 68.7%-37.4pp | 70.7%-39.4pp |
| Annual return | 16.18% | 21.97%-5.8pp | 20.65%-4.5pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $127 | $1,305-90.2% | $2,460-94.8% | $2,032-93.7% |
| Participant deferral / active EE | $902 | $2,370-61.9% | $3,438-73.8% | $3,224-72.0% |
| Admin fee / account holder | $139 | $108+29.0% | $5,558-97.5% | $110+25.8% |