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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO, Service code 13 · EIN 42-0127290 | Contract Administrator | $9,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,753 | $27,641-71.9% | $61,373-87.4% | $68,494-88.7% |
| Participation rate | 64.4% | 39.5%+25.0pp | 52.6%+11.9pp | 67.9%-3.4pp |
| Annual return | -25.71% | -13.24%-12.5pp | 338.61%-364.3pp | -7.84%-17.9pp |
| Employer contribution / active EE | $1,784 | $695+156.5% | $1,159+53.9% | $2,596-31.3% |
| Participant deferral / active EE | $2,537 | $1,263+100.8% | $2,125+19.4% | $4,027-37.0% |
| Admin fee / account holder | $189 | $2,010-90.6% | $2,130-91.1% | $5,403-96.5% |