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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,746 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,596 | $35,986-51.1% | $77,482-77.3% | $73,488-76.1% |
| Participation rate | 69.7% | 40.8%+28.9pp | 54.2%+15.6pp | 70.7%-0.9pp |
| Annual return | -4.66% | 19.26%-23.9pp | 54.79%-59.4pp | 28.51%-33.2pp |
| Employer contribution / active EE | $164 | $557-70.6% | $986-83.4% | $2,270-92.8% |
| Participant deferral / active EE | $1,314 | $1,198+9.7% | $1,861-29.4% | $3,740-64.9% |
| Admin fee / account holder | $240 | $466-48.6% | $2,858-91.6% | $513-53.3% |