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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,967 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,284 | $70,083-76.8% | $59,883-72.8% | $55,725-70.8% |
| Participation rate | 45.6% | 78.4%-32.8pp | 74.7%-29.1pp | 70.9%-25.3pp |
| Annual return | -6.82% | 3.13%-9.9pp | 3.46%-10.3pp | 244.93%-251.7pp |
| Employer contribution / active EE | $976 | $2,878-66.1% | $2,722-64.1% | $2,078-53.0% |
| Participant deferral / active EE | $1,802 | $3,079-41.5% | $3,402-47.0% | $3,356-46.3% |
| Admin fee / account holder | $117 | $70+66.4% | $3,591-96.7% | $115+1.6% |