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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,131 |
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.
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 | $2,432 | $41,467-94.1% | $67,313-96.4% | $55,725-95.6% |
| Participation rate | 66.0% | 62.5%+3.5pp | 69.1%-3.0pp | 70.9%-4.8pp |
| Annual return | 0.00% | 0.82%-0.8pp | -4.08%+4.1pp | 244.93%-244.9pp |
| Employer contribution / active EE | $729 | $1,316-44.6% | $2,566-71.6% | $2,078-64.9% |
| Participant deferral / active EE | $1,026 | $2,399-57.2% | $3,568-71.2% | $3,356-69.4% |
| Admin fee / account holder | $9 | $102-91.0% | $4,507-99.8% | $115-92.0% |