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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,987 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,527 | $53,162+47.7% | $91,225-13.9% | $68,495+14.6% |
| Participation rate | 21.5% | 63.2%-41.7pp | 73.2%-51.7pp | 67.9%-46.4pp |
| Annual return | -16.41% | -3.14%-13.3pp | 114.10%-130.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $847 | $2,974-71.5% | $4,234-80.0% | $4,028-79.0% |
| Admin fee / account holder | $472 | $4,493-89.5% | $5,422-91.3% | $5,403-91.3% |