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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINICIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $394 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,881 | $51,769-73.2% | $57,356-75.8% | $52,331-73.5% |
| Participation rate | 51.0% | 75.2%-24.2pp | 75.1%-24.0pp | 68.1%-17.1pp |
| Annual return | -1.24% | 2.43%-3.7pp | 24.41%-25.6pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,030 | $2,335-55.9% | $2,689-61.7% | $1,882-45.3% |
| Participant deferral / active EE | $0 | $2,794-100.0% | $3,162-100.0% | $3,022-100.0% |
| Admin fee / account holder | $3 | $295-98.9% | $3,357-99.9% | $592-99.5% |