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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,732 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,772 | $91,621-66.4% | $67,511-54.4% | $77,671-60.4% |
| Participation rate | 24.2% | 76.0%-51.8pp | 72.9%-48.7pp | 70.6%-46.4pp |
| Annual return | 12.48% | 14.87%-2.4pp | 3517.41%-3504.9pp | 31.21%-18.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,733-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,781 | $3,906-54.4% | $4,000-55.5% | $4,648-61.7% |
| Admin fee / account holder | $128 | $176-27.5% | $3,999-96.8% | $430-70.3% |