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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $905 |
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 | $286,888 | $58,726+388.5% | $92,240+211.0% | $62,293+360.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.65% | 43.62%-29.0pp | 176.29%-161.6pp | 28.90%-14.2pp |
| Employer contribution / active EE | $7,675 | $2,392+220.9% | $3,680+108.6% | $2,042+275.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $5 | $556-99.2% | $5,194-99.9% | $479-99.0% |