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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $749 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,320 | $52,884+396.0% | $84,753+209.5% | $55,167+375.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 9.80% | 18.03%-8.2pp | 22.78%-13.0pp | 169.23%-159.4pp |
| Employer contribution / active EE | $8,403 | $2,233+276.2% | $3,574+135.1% | $1,963+328.2% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $4 | $581-99.3% | $5,333-99.9% | $504-99.2% |