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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,331 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,713 | $74,552-89.7% | $63,018-87.8% | $69,631-88.9% |
| Participation rate | 6.3% | 78.3%-72.0pp | 74.8%-68.5pp | 70.7%-64.4pp |
| Annual return | 17.40% | 15.77%+1.6pp | 87.62%-70.2pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $101 | $2,974-96.6% | $3,330-97.0% | $3,224-96.9% |
| Admin fee / account holder | $53 | $59-10.8% | $3,601-98.5% | $110-52.0% |