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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,387 |
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 | $12,167 | $37,117-67.2% | $147,617-91.8% | $55,191-78.0% |
| Participation rate | 52.6% | 63.6%-11.0pp | 84.6%-32.0pp | 69.2%-16.6pp |
| Annual return | 2.03% | 3.44%-1.4pp | 61.98%-60.0pp | 10.78%-8.7pp |
| Employer contribution / active EE | $725 | $1,620-55.3% | $5,564-87.0% | $1,899-61.8% |
| Participant deferral / active EE | $955 | $1,985-51.9% | $4,895-80.5% | $3,046-68.7% |
| Admin fee / account holder | $43 | $86-50.3% | $11,612-99.6% | $91-53.1% |