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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,124 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $9,815 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 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 | $14,404 | $92,222-84.4% | $76,768-81.2% | $135,375-89.4% |
| Participation rate | 81.8% | 79.8%+2.1pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -96.86% | 5.46%-102.3pp | 2.43%-99.3pp | 519.73%-616.6pp |
| Employer contribution / active EE | $1,483 | $3,216-53.9% | $2,485-40.3% | $4,779-69.0% |
| Participant deferral / active EE | $3,109 | $4,509-31.0% | $3,852-19.3% | $5,609-44.6% |
| Admin fee / account holder | $1,466 | $10,748-86.4% | $6,675-78.0% | $10,827-86.5% |