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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,900 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,808 | $99,994-85.2% | $146,643-89.9% | $85,847-82.8% |
| Participation rate | 71.3% | 73.1%-1.8pp | 80.1%-8.8pp | 69.3%+2.0pp |
| Annual return | 3.74% | 18.93%-15.2pp | 22.75%-19.0pp | 318.61%-314.9pp |
| Employer contribution / active EE | $1,475 | $2,559-42.4% | $4,137-64.4% | $2,565-42.5% |
| Participant deferral / active EE | $5,318 | $4,006+32.8% | $5,506-3.4% | $3,952+34.6% |
| Admin fee / account holder | $137 | $7,703-98.2% | $10,280-98.7% | $6,261-97.8% |