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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $159,545 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,148 | $59,339-40.8% | $149,673-76.5% | $103,482-66.0% |
| Participation rate | 52.3% | 70.2%-17.9pp | 78.8%-26.5pp | 73.3%-21.0pp |
| Annual return | 16.28% | 77.78%-61.5pp | 134.42%-118.1pp | 33.11%-16.8pp |
| Employer contribution / active EE | $893 | $2,178-59.0% | $4,818-81.5% | $3,208-72.2% |
| Participant deferral / active EE | $1,565 | $3,716-57.9% | $5,680-72.4% | $5,207-69.9% |
| Admin fee / account holder | $42 | $103-59.0% | $13,210-99.7% | $114-63.0% |