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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,198 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,695 | $81,334-8.2% | $113,397-34.1% | $64,097+16.5% |
| Participation rate | 99.5% | 65.6%+33.9pp | 76.5%+23.0pp | 55.2%+44.3pp |
| Annual return | 10.09% | 32.50%-22.4pp | 23.20%-13.1pp | 34.64%-24.5pp |
| Employer contribution / active EE | $9,249 | $2,077+345.4% | $2,977+210.7% | $1,891+389.0% |
| Participant deferral / active EE | $0 | $3,795-100.0% | $5,076-100.0% | $3,080-100.0% |
| Admin fee / account holder | $405 | $4,208-90.4% | $11,957-96.6% | $3,454-88.3% |