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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,948 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $10,502 |
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 | $87,089 | $58,093+49.9% | $80,022+8.8% | $56,289+54.7% |
| Participation rate | 98.2% | 73.6%+24.6pp | 75.8%+22.4pp | 69.9%+28.4pp |
| Annual return | -4.60% | 34.63%-39.2pp | 11.22%-15.8pp | -9.96%+5.4pp |
| Employer contribution / active EE | $761 | $1,933-60.6% | $2,468-69.2% | $2,111-64.0% |
| Participant deferral / active EE | $5,022 | $3,136+60.1% | $3,686+36.2% | $3,350+49.9% |
| Admin fee / account holder | $201 | $623-67.8% | $6,521-96.9% | $521-61.5% |