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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,213 | $52,467-72.9% | $57,196-75.2% | $55,167-74.2% |
| Participation rate | 55.6% | 75.8%-20.3pp | 75.3%-19.8pp | 69.0%-13.4pp |
| Annual return | 8.05% | 7.72%+0.3pp | 14.59%-6.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,049 | $2,477-57.7% | $2,683-60.9% | $1,963-46.6% |
| Participant deferral / active EE | $1,612 | $2,830-43.0% | $3,096-47.9% | $3,054-47.2% |
| Admin fee / account holder | $99 | $269-63.2% | $3,141-96.9% | $504-80.4% |