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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,863 |
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.
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 | $24,255 | $84,948-71.4% | $70,462-65.6% | $73,412-67.0% |
| Participation rate | 45.0% | 79.9%-34.9pp | 75.1%-30.0pp | 72.2%-27.1pp |
| Annual return | 16.91% | 13.39%+3.5pp | 109.08%-92.2pp | 59.30%-42.4pp |
| Employer contribution / active EE | $1,075 | $2,834-62.1% | $2,737-60.7% | $2,234-51.9% |
| Participant deferral / active EE | $2,088 | $3,387-38.3% | $3,710-43.7% | $3,806-45.1% |
| Admin fee / account holder | $133 | $98+35.6% | $3,845-96.5% | $158-15.8% |