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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,064 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,030 | $83,002-86.7% | $98,090-88.8% | $64,097-82.8% |
| Participation rate | 90.3% | 75.0%+15.2pp | 81.5%+8.7pp | 55.2%+35.1pp |
| Annual return | 16.27% | 38.51%-22.2pp | 37.05%-20.8pp | 34.64%-18.4pp |
| Employer contribution / active EE | $1,536 | $2,749-44.1% | $3,606-57.4% | $1,891-18.8% |
| Participant deferral / active EE | $2,080 | $6,787-69.3% | $7,845-73.5% | $3,080-32.5% |
| Admin fee / account holder | $118 | $3,015-96.1% | $11,815-99.0% | $3,454-96.6% |