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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,712 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,994 | $62,928-74.6% | $172,753-90.7% | $67,582-76.3% |
| Participation rate | 78.0% | 64.5%+13.6pp | 82.6%-4.6pp | 71.3%+6.7pp |
| Annual return | 12.84% | 30.36%-17.5pp | 803.00%-790.2pp | 378.57%-365.7pp |
| Employer contribution / active EE | $616 | $1,636-62.3% | $5,144-88.0% | $2,148-71.3% |
| Participant deferral / active EE | $811 | $2,145-62.2% | $5,198-84.4% | $3,539-77.1% |
| Admin fee / account holder | $51 | $167-69.1% | $13,956-99.6% | $142-63.9% |