Filed January 27, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,928 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $423,748 | $136,307+210.9% | $177,840+138.3% | $73,493+476.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 16.81% | 18.68%-1.9pp | 48.32%-31.5pp | 28.51%-11.7pp |
| Employer contribution / active EE | $18,685 | $3,712+403.4% | $5,919+215.7% | $2,270+723.1% |
| Participant deferral / active EE | $18,483 | $5,829+217.1% | $7,714+139.6% | $3,740+394.2% |
| Admin fee / account holder | $123 | $596-79.4% | $12,431-99.0% | $513-76.1% |