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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,179 | $79,124-70.7% | $60,899-61.9% | $64,814-64.2% |
| Participation rate | 24.1% | 77.7%-53.6pp | 73.1%-49.0pp | 71.5%-47.4pp |
| Annual return | 0.00% | -7.13%+7.1pp | 16.92%-16.9pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,702-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,640 | $3,725-56.0% | $3,817-57.0% | $4,310-62.0% |
| Admin fee / account holder | $82 | $106-22.2% | $3,225-97.5% | $188-56.2% |