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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,184 |
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,503 | $52,293-83.7% | $178,490-95.2% | $73,409-88.4% |
| Participation rate | 81.0% | 65.3%+15.7pp | 81.9%-0.9pp | 72.2%+8.9pp |
| Annual return | 22.29% | 34.75%-12.5pp | 151.07%-128.8pp | 59.29%-37.0pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,459 | $2,332+5.4% | $5,202-52.7% | $3,805-35.4% |
| Admin fee / account holder | $131 | $127+2.6% | $13,984-99.1% | $158-17.2% |