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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,331 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,706 | $63,156-53.0% | $122,354-75.7% | $62,293-52.3% |
| Participation rate | 57.7% | 60.0%-2.3pp | 71.6%-14.0pp | 69.5%-11.8pp |
| Annual return | 10.79% | 20.61%-9.8pp | 30.28%-19.5pp | 28.90%-18.1pp |
| Employer contribution / active EE | $986 | $1,385-28.8% | $4,051-75.7% | $2,042-51.7% |
| Participant deferral / active EE | $4,025 | $2,321+73.4% | $3,287+22.4% | $3,169+27.0% |
| Admin fee / account holder | $21 | $440-95.2% | $5,479-99.6% | $479-95.6% |