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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,900 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,807-100.0% | $65,170-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 45.8%-45.8pp | 29.3%-29.3pp | 44.4%-44.4pp |
| Annual return | -18.35% | 10.17%-28.5pp | 7.07%-25.4pp | -14.65%-3.7pp |
| Employer contribution / active EE | $0 | $38,496-100.0% | $34,847-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51-100.0% | $51-100.0% | $14,582-100.0% |