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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $982 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,384 | $55,122-79.3% | $104,614-89.1% | $73,493-84.5% |
| Participation rate | 60.7% | 67.7%-7.0pp | 74.1%-13.3pp | 70.7%-10.0pp |
| Annual return | 37.88% | 24.77%+13.1pp | 340.56%-302.7pp | 28.51%+9.4pp |
| Employer contribution / active EE | $1,367 | $1,464-6.7% | $2,681-49.0% | $2,270-39.8% |
| Participant deferral / active EE | $1,621 | $2,919-44.5% | $3,739-56.7% | $3,740-56.7% |
| Admin fee / account holder | $40 | $423-90.5% | $6,464-99.4% | $513-92.1% |