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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,336 |
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 | $3,046 | $79,151-96.2% | $60,906-95.0% | $64,819-95.3% |
| Participation rate | 9.2% | 77.7%-68.5pp | 73.1%-63.9pp | 71.5%-62.3pp |
| Annual return | 0.00% | -7.12%+7.1pp | 16.94%-16.9pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,703-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $241 | $3,727-93.5% | $3,814-93.7% | $4,311-94.4% |
| Admin fee / account holder | $30 | $106-71.9% | $3,227-99.1% | $188-84.2% |