Filed November 11, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,926 | $66,124-92.6% | $90,440-94.6% | $73,493-93.3% |
| Participation rate | 5.4% | 69.7%-64.3pp | 72.7%-67.3pp | 70.7%-65.3pp |
| Annual return | 0.00% | 17.65%-17.7pp | 1294.38%-1294.4pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $253 | $3,039-91.7% | $3,964-93.6% | $3,740-93.2% |
| Admin fee / account holder | $4 | $396-99.0% | $5,615-99.9% | $513-99.2% |