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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,765 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $23,905 | $62,928-62.0% | $172,753-86.2% | $67,582-64.6% |
| Participation rate | 59.6% | 64.5%-4.9pp | 82.6%-23.0pp | 71.3%-11.7pp |
| Annual return | 20.97% | 30.36%-9.4pp | 803.00%-782.0pp | 378.57%-357.6pp |
| Employer contribution / active EE | $795 | $1,636-51.4% | $5,144-84.5% | $2,148-63.0% |
| Participant deferral / active EE | $1,247 | $2,145-41.9% | $5,198-76.0% | $3,539-64.8% |
| Admin fee / account holder | $68 | $167-59.3% | $13,956-99.5% | $142-52.4% |