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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,574 | $36,916-57.8% | $156,551-90.1% | $57,658-73.0% |
| Participation rate | 51.3% | 63.4%-12.2pp | 84.0%-32.7pp | 70.2%-18.9pp |
| Annual return | 13.99% | 12.38%+1.6pp | 32.23%-18.2pp | 5.13%+8.9pp |
| Employer contribution / active EE | $660 | $1,571-57.9% | $5,501-88.0% | $1,974-66.5% |
| Participant deferral / active EE | $946 | $1,926-50.9% | $4,871-80.6% | $3,061-69.1% |
| Admin fee / account holder | $51 | $82-38.4% | $13,028-99.6% | $95-46.2% |