Filed January 22, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,699 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,410 | $82,202-20.4% | $125,339-47.8% | $64,808+0.9% |
| Participation rate | 91.7% | 77.9%+13.8pp | 82.4%+9.3pp | 71.5%+20.2pp |
| Annual return | -14.02% | 3.48%-17.5pp | 572.05%-586.1pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,454 | $3,615-59.8% | $4,814-69.8% | $2,506-42.0% |
| Participant deferral / active EE | $4,359 | $7,175-39.2% | $7,446-41.5% | $4,310+1.1% |
| Admin fee / account holder | $108 | $163-34.1% | $10,010-98.9% | $188-42.7% |